Wiki source code of Automatic Email Scheduled Reporting

Version 9.1 by Isaac Mejia on 2026/02/19 15:51

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.
9.1	33	[[image:scheduled report.png]]
7.1	34
8.1	35	1. Select how often you would like the report sent:
	36	1. Daily
	37	1. Weekly
	38	1. Monthly
9.1	39	[[image:scheduled report 2.png]]
8.1	40
	41	1. Enter the recipient email address.
	42	1. Click Save Changes.
	43
	44	Once saved, you will see the active email schedule displayed on the schedule screen.
	45
3.1	46	[[image:scheduled report 3.png]]
1.1	47
	48	The report will now be automatically generated and sent at the selected interval.
	49
	50	----
	51
	52	== Managing Scheduled Reports ==
	53
	54	You can update, pause, activate, or delete scheduled reports at any time.
	55
	56	=== Pause, Activate, or Delete All Emails ===
	57
8.1	58	1. Go to the Schedule screen.
	59	1. Click the menu (three dots) in the top-right corner.
	60	1. Select:
	61	1. Pause
	62	1. Activate
	63	1. Delete
9.1	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
8.1	83	1. Navigate to Settings.
	84	1. Select Automation Settings.
	85	1. Enable or disable the Scheduled Reporting option.
1.1	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.