How do I set up scheduled / automated reports?

Helen Cuadra
Helen Cuadra
  • Updated

You can now schedule custom reports to be auto-emailed! This powerful new tool means you no longer have to run, export, and email out reports manually.

 

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In the Analysis & Reports module, you will now see a new tab called Automated Reports. Click the green "Add New Automation" button to get started!

 

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  • Saved Report
    • Select a saved custom report from this dropdown
  • Description
    • A brief summary of this automation to be displayed on the main screen, e.g. "Daily accounting - 9pm"
  • Reply-to
    • The email address that responses from the recipient(s) should be sent to
  • Recipient(s)
    • One or more email addresses that the report will be sent to - be sure to click the "Add" button after each one
  • Subject
    • A custom subject line for the email
    • Note: We will automatically add the date range of the report to the end of the subject line
  • Message (optional)
    • A custom message to your recipient(s)
  • Report Coverage
    • Current Day - the same day that the report is run
    • Last 1 Day - the day before the report is run (does not include the current day)
    • Last 3 Days - the 3 days before the report is run (does not include the current day)
    • Last 7 Days - the 7 days before the report is run (does not include the current day)
    • Last 30 Days - the 30 days before the report is run (does not include the current day)
    • Last Month - the entire previous month (for example, if it's run anytime in November, it will cover October 1-31)
  • Email Frequency
    • Daily - everyday including weekends
    • Weekly - select specific days of the week, e.g. M-FWeekly.png
    • Monthly - select a specific day of the month
      • Note: Day 31 will always run on the last day of each month, even in months with fewer than 31 days
        Monthly.png
  • Time 
    • The report will be triggered to run at the selected time
    • Note: Automated reports use a global queue across all Shelterluv users; when there are a lot of reports scheduled to run at the same time, there may be a slight delay before it reaches your recipient(s).

 

Email Example

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