You can email reports by selecting the E-mail option from the toolbar and following the steps below:
Open the corresponding table or report that you wish to mail as an attachment.
Select the Email this View option under the Email icon and choose one of the following formats:
CSV - The underlying data in the report will be sent as a CSV attachment.
Excel - The underlying data will be sent as an excel file.
PDF – A PDF attachment of the report or table will be emailed.
HTML – The reports will be mailed as a HTML.
Image – This option is available only for charts and the image will be emailed either as a .png or a .jpg file.
In the Email Settings page that appears, specify the required settings in the Report Options tab. Several customization options are available, including the facility to set a password to protect your email attachments. To do this, select the Set Passwords checkbox and enter the required password. However, this password cannot be shared to users through the application interface and will need to be shared individually.
In the Email tab, specify the email addresses of the users you wish to email the view to. You can enter the email addresses manually, specifying one in each line. You can also use the Pick Users / Groups option to select the users or groups you wish to email.
You can also email the report with a filter criteria to multiple users and groups.
You can customize the subject or the body of the mail, and set the customized subject and message as default using the Make this Subject/Message as a default for this workspace checkbox.
Note: The Set Password option will only work when reports are sent as attachments and not when they are emailed as inline images.
You can also schedule this email to be sent at periodic intervals.
Click Send to send the table or report as an attachment to the specified users.
You can email dashboards only in two file formats - HTML and PDF.
Emailing a dashboard as a HTML:
Emailing a dashboard as a PDF:
Zoho Analytics allows you to email the dashboard as PDF in two different layouts.
To email a dashboard as PDF:
(or)
Emailing multiple views is similar to emailing a single view. You can email reports by selecting Export > Export multiple views > E-mail or alternatively you may follow the below steps
Note
The table/report will be sent as an attachment to the users.
You can periodically schedule emails containing the reports to your users. This helps you update your users with the latest modification in the data.
To Schedule an Email:
The below table contains the various options available for scheduling emails at different intervals.
Option | Description |
Daily | |
Repeat Every | Specify the interval in days to email the views. |
Time | Specify the time to email the views. You can change the Timezone by clicking on the change link. |
Weekly | |
Repeat Every | Specify the interval in weeks to email the views. |
Repeat On | Specify the days of the week when you want to email the views by selecting the corresponding check boxes.You can select all the working days (Monday to Friday) using the Select Working Days link. |
Time | Specify the time to email the views. You can change the Timezone by clicking on the change link. |
Monthly | |
Repeat Every | Specify the interval in months to email the views. |
Repeat By: | Specify the day of the month when you want to email the view. This field contains two options. They are: Day of the Month – Select a date to email the view e.g., 15th of every month. Day of the Week – Select a day on a month to email the view e.g., 3rd Tuesday of every month. |
Time |
Specify the time to email the views. You can change the Timezone by clicking on the change link. |
Yearly | |
Repeat Every | Specify the interval in years to email the views. |
Month and Date: |
Specify the date when you want to email the views. This field contains two drop-down for month and date. |
Time |
Specify the time to email the views. You can change the Timezone by clicking on the change link. |
Note
To edit an email schedule follow the steps below.
The options are:
Note
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