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CivicRec
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Setup Automatic Emails

Overview

Once you have generated your reports to be emailed, there is a "schedule" button next to export, email, and save.

This button allows you to set up a recurring report that gets emailed to any address.

Note that when you create a schedule, it is important that you set the "AutoDates" setting.

If you don't set the "AutoDates", you will get the exact same report every day.

Additionally, you can use AutoDates 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.




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