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CivicRec
®

Set Up Automatic Emails

Overview

This function will allow you to set up a recurring report that emails to any email address.

Instructions

  1. Navigate to Reports
  2. Select a report
  3. Select the email icon
    • Email Report To: Input email recipients
    • Email Lookup: Search for email addresses
    • Include Report: Choose to include the report as body content in the email or as an attachment
  4. Choose email preference
  5. Select the calendar/schedule button

    • Note: This button allows you to set up a recurring report that sends to any address.
  6. Utilize options
    • Schedule: Select from Daily, Weekly, or Monthly automatic reports
    • Start Date/Time & End Date: Select Start Date and End Date (optional)
    • Include Report: Choose to include the report as body content in the email or as an attachment
    • Email Report To: Input email recipients
    • Email Lookup: Search for email addresses
    • Auto Dates: Determines the date range used, relative to the time the report is run
      • Note: You can use this option to tell our reporting engine to always send the report updated for the "next 7 days" or for "this weekend" etc. This will ensure you get a report with updated content every time.
      • Note: When you create a schedule, it is important that you set the Auto Dates setting, otherwise you will receive the exact same report every day.

 

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