You can create a schedule to send a report by email at a set frequency. For example, you can send a report monthly.
You can create a schedule from within a report or from the Reports list tab.
Create a schedule from a report
Go to Reports.
Open the relevant report.
Select Schedule.
Select New schedule.
Create from the Reports list
Go to Reports.
Select the Reports list tab.
Select Actions for the report.
Select Create schedule.
Configure the schedule
You can configure the following schedule options.
Configure the schedule
Choose the settings for your schedule:
Report name: Change the PDF file name without changing the report name in Futrli
Recurrence: Choose how often Futrli sends the report
Start date and frequency: Choose when the schedule starts and the sending frequency
Review option: Choose whether the report requires review before sending
Recipients: Choose which Futrli users receive the report
Email details: Enter the email subject and message
The available recurrence options are:
Doesn't repeat
Daily
Weekly
Monthly
Quarterly
Annually
When you've configured the schedule:
Select Preview email to review the email.
Select Schedule PDF report.
You can manage your schedules from the Scheduled reports tab.
đ NOTE: Dashboards don't support scheduling. Convert the dashboard into a report before creating a schedule.
Manage a schedule from a report
Go to Reports.
Open the relevant report.
Select Schedule.
Select the schedule you want to edit.
Manage schedules from Reports
Go to Reports.
Select the Report scheduling tab.
Select Actions for the report.
Select Manage schedule.
You can:
Edit schedules
Delete schedules
Change recurrence settings
Change recipients
Change start dates
Deleting a schedule permanently removes it.