Report Scheduler
You can schedule and send reports of the form entries as CSV files to recipients at regular intervals, where you can set the email to repeat on a daily or weekly basis. For example, this can be helpful to send your team members a weekly report on the applications received.
-
Go to the
All Entries
section of your form and click the clock
icon in the top-right corner.
-
In the pop-up, click
Schedule Now.
- Enter the name of the scheduler.
-
Select whether you want to send emails on a
Daily
or
Weekly
basis under
Frequency.
-
If you choose
Daily
, pick a
Time
to trigger emails. If you choose Weekly, select the
Day
and
Time
to trigger emails.
-
Under Email Settings, select the
From
address, enter the
To
email addresses, Subject and the
Message
of the email.
-
If you have any encrypted fields in your form, you can choose to include responses of the encrypted fields by enabling the
Include data from encrypted fields
option.
- You can disable, edit, delete the configuration once saved.
Note:
- Only the entries collected between two scheduled time frames will be attached. For example, on the first day, the entries collected between the time of configuration and the scheduled time will be attached. Future schedules will have attachments of entries collected in between the consecutive time frames set.
-
Entries are sent in CSV format and the maximum size of email can be 15 MB. If the mail size exceeds this limit the email will be delivered without the attachment. If
no entries were received in the set frequency, the email will not have any attached file with form submissions.
- Report Scheduler option is available only in our Premium and Zoho One Enterprise plans.
- Only up to 25 reports can be scheduled in an organization.
-
Email delivery might get delayed if multiple schedules are enabled in our servers.
- Form Audit will include information about the report scheduler and mail triggers.
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