Wiki source code of Automatic Email Scheduled Reporting

Version 8.1 by Isaac Mejia on 2026/02/19 15:49

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
8.1	30	1. Navigate to Reports.
	31	1. Open one of the supported reports listed above.
	32	1. Click Schedule Report.
7.1	33
3.1	34	[[image:scheduled report.png]]
	35
8.1	36	1. Select how often you would like the report sent:
	37	1. Daily
	38	1. Weekly
	39	1. Monthly
	40
3.1	41	[[image:scheduled report 2.png]]
1.1	42
8.1	43	1. Enter the recipient email address.
	44	1. Click Save Changes.
	45
	46	Once saved, you will see the active email schedule displayed on the schedule screen.
	47
3.1	48	[[image:scheduled report 3.png]]
1.1	49
	50	The report will now be automatically generated and sent at the selected interval.
	51
	52	----
	53
	54	== Managing Scheduled Reports ==
	55
	56	You can update, pause, activate, or delete scheduled reports at any time.
	57
	58	=== Pause, Activate, or Delete All Emails ===
	59
8.1	60	1. Go to the Schedule screen.
	61	1. Click the menu (three dots) in the top-right corner.
	62	1. Select:
	63	1. Pause
	64	1. Activate
	65	1. Delete
1.1	66
3.1	67	[[image:scheduled report 4.png]]
1.1	68
	69	----
	70
	71	=== Edit or Delete an Individual Schedule ===
	72
	73	For a specific scheduled email:
	74
	75	* Click Edit to update the frequency or email address.
	76	* Click Delete to remove that scheduled email.
	77
	78	----
	79
	80	== Enabling or Disabling Scheduled Reporting ==
	81
	82	If you do not see the scheduling option, the feature may need to be enabled.
	83
	84	To turn scheduled reporting on or off:
	85
8.1	86	1. Navigate to Settings.
	87	1. Select Automation Settings.
	88	1. Enable or disable the Scheduled Reporting option.
1.1	89
3.1	90	[[image:scheduled report 5.png]]
1.1	91
	92	You may need administrator permissions to change this setting.
	93
	94	----
	95
	96	== Best Practices ==
	97
	98	* Double-check that the report filters are set correctly before scheduling.
	99	* Confirm email addresses to avoid delivery issues.
	100	* Choose a frequency that aligns with how often the data changes.
	101	* Periodically review active schedules to ensure they’re still needed.
	102
	103	----
	104
	105	== Troubleshooting ==
	106
	107	=== Report Not Received ===
	108
	109	If a scheduled report doesn’t arrive:
	110
	111	* Check the recipient’s spam or junk folder.
	112	* Confirm the schedule is Active.
	113	* Verify the email address is correct.
	114	* Ensure the report contains data for the selected timeframe.
	115
	116	If the issue continues, contact your system administrator or support team.
	117
	118	----
	119
	120	== Summary ==
	121
	122	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.