Schedule emails allows you to export real-time reports and receive them over emails. You will be able to set the emails from the report page itself along with email receiving frequency if required.
Step 1 : Login to GrubCenter as the user with Real-Time Reports permissions set (e.g. Admin)
Step 2 : Navigate to Real-Time reports section
Step 3 : Select report which allows scheduling emails (e.g. Sales)
Step 4 : Click on “Send E-mail” button to export and send it to the email in excel format reflecting selected date range and filters
Step 5: Click on “Schedule Emails” radio button
Step 6: Select Frequency
Step 7: Select Start date & Time
Step 8: Click on “Schedule Emails” button to save recurrence and email will be sent according to chosen frequency to user’s e-mail address which was registered on GC with selected date range and filters
NOTE:
- Email will be sent ONLY to the logged in user’s email address.
- When the data is too large, first 200.000 rows will be shared by email, while explaining it in the email template.
