Dashboard: Mail reporting
🎨 Mail Reporting Overview
Section titled “🎨 Mail Reporting Overview”Accessible from the Share menu, it allows you to schedule automatic emails for your dashboard reports.
- Selecting Mail Reporting in the share menu opens a scheduling interface.
- Key fields include:
- From — reflects the sender address. If a custom email is added in Company Settings (whitelabel option), it will appear here instead of the default
[email protected]. - To — up to five recipients.
- Frequency — weekly or monthly, with options like First Day, Last Day, First Work Day.
- Time & Time Zone — configurable for delivery.
- Date Range — choose from Last 7 Days, Last 30 Days, Last Month, Last Week.
- Options to attach PDF or send preview.
- From — reflects the sender address. If a custom email is added in Company Settings (whitelabel option), it will appear here instead of the default
- Click Schedule to finalize automatic email reporting.
All mail reports will be visible in the Automatic Reports subpage in settings and also in the side menu of the dashboard.