Wiki source code of Automatic Email Scheduled Reporting

Version 6.1 by Isaac Mejia on 2026/02/19 15:36

version	line-number	content
1.1	1	= How to Schedule Reports for Automatic Email Delivery =
	2
	3	== Overview ==
	4
	5	Scheduled reporting allows you to automatically send selected reports to specific email addresses at set intervals — without needing to log into the system each time.
	6
	7	This is ideal for keeping clients, stakeholders, or team members informed with up-to-date data delivered straight to their inbox on a daily, weekly, or monthly basis.
	8
	9	----
	10
	11	== Reports That Support Scheduled Emails ==
	12
	13	You can set up automatic scheduling for the following reports:
	14
	15	* Active Members by Program
	16	* Automatic Renewals
	17	* Invoice and Payments
	18	* New Members
	19	* Outstanding Invoices
	20	* Payments by Type
	21
	22	If you don’t see a Schedule Report option, the report may not currently support scheduling.
	23
	24	----
	25
	26	== How to Create a Scheduled Report ==
	27
	28	To set up automatic email delivery:
	29
	30	# Navigate to Reports.
	31	# Open one of the supported reports listed above.
4.1	32	# Click Schedule Report.
2.1	33
3.1	34	[[image:scheduled report.png]]
	35
1.1	36	# Select how often you would like the report sent:
3.1	37	## Daily##
4.1	38	## Weekly##
	39	## Monthly##
3.1	40	[[image:scheduled report 2.png]]
1.1	41	# Enter the recipient email address.
2.1	42	# Click Save Changes.##
1.1	43
	44	Once saved, you will see the active email schedule displayed on the schedule screen.
3.1	45	[[image:scheduled report 3.png]]
1.1	46
	47	The report will now be automatically generated and sent at the selected interval.
	48
	49	----
	50
	51	== Managing Scheduled Reports ==
	52
	53	You can update, pause, activate, or delete scheduled reports at any time.
	54
	55	=== Pause, Activate, or Delete All Emails ===
	56
	57	# Go to the Schedule screen.
	58	# Click the menu (three dots) in the top-right corner.
	59	# Select:
6.1	60	## Pause##
	61	## Activate##
	62	## Delete##
1.1	63
3.1	64	[[image:scheduled report 4.png]]
1.1	65
	66	----
	67
	68	=== Edit or Delete an Individual Schedule ===
	69
	70	For a specific scheduled email:
	71
	72	* Click Edit to update the frequency or email address.
	73	* Click Delete to remove that scheduled email.
	74
	75	----
	76
	77	== Enabling or Disabling Scheduled Reporting ==
	78
	79	If you do not see the scheduling option, the feature may need to be enabled.
	80
	81	To turn scheduled reporting on or off:
	82
	83	# Navigate to Settings.
	84	# Select Automation Settings.
	85	# Enable or disable the Scheduled Reporting option.
	86
3.1	87	[[image:scheduled report 5.png]]
1.1	88
	89	You may need administrator permissions to change this setting.
	90
	91	----
	92
	93	== Best Practices ==
	94
	95	* Double-check that the report filters are set correctly before scheduling.
	96	* Confirm email addresses to avoid delivery issues.
	97	* Choose a frequency that aligns with how often the data changes.
	98	* Periodically review active schedules to ensure they’re still needed.
	99
	100	----
	101
	102	== Troubleshooting ==
	103
	104	=== Report Not Received ===
	105
	106	If a scheduled report doesn’t arrive:
	107
	108	* Check the recipient’s spam or junk folder.
	109	* Confirm the schedule is Active.
	110	* Verify the email address is correct.
	111	* Ensure the report contains data for the selected timeframe.
	112
	113	If the issue continues, contact your system administrator or support team.
	114
	115	----
	116
	117	== Summary ==
	118
	119	Scheduled reporting helps you automatically share key business data without manual effort. Once set up, supported reports are delivered by email at the frequency you choose.