Send MNTN reports quickly and seamlessly using the Email Report functionality.

Instant Email, Scheduling an Email, and Managing Scheduled Emails are available from the Share Icon in the Reporting Dashboard. This option is accessible in any report, both templates and custom reports.

Upon clicking the Share icon, you will be prompted to either:

The available report formatting will differ depending on the data you want to email. If you're emailing data from the widget section of your report, you'll notice the option to send via PNG as seen below.

If you're emailing data from the table, you'll notice a few formatting options populate:

You can also schedule emails to be sent regularly to the desired email addresses. This is particularly helpful if your third-party attribution partner ingests data from designated email addresses. Simply schedule a MNTN report to be sent to the email address of your choice.

Simply set your schedule for the email to be sent:

Determine when your scheduled emails will start and any associated end date. You can also select Ongoing if there is no end date in sight.

Determine the desired dates of your report:

If you select custom, the applied dates will continue to be static. Meaning they will not dynamically populate over time. For this reason, we typically recommend leveraging the other pre-templatized date options to ensure data is dynamically updated.

The email subject will always follow the standard nomenclature as follows:

{Account Name} | {Report Name}

Add your colleagues' email addresses to receive your custom-scheduled emails. If you send these reports to multiple colleagues, separate all email addresses with a comma.

Select the desired format of your scheduled email. When scheduling an email for the graphical widget portion of your reporting, you will not have the option to choose the formatting. All widgets will be emailed as PNG files.

For tabular data, you have the following options:

Once scheduled reports are created, you can manage them by selecting Manage Scheduled Emails.

The Email Schedule Manager Includes:

You can also access the report settings to view, edit, or delete.