We can use Email Schedules to share Custom Reports on a daily, weekly, or monthly basis.
Email schedules are particularly useful if we would like to:
- Share Custom Report data with users who don’t have a Rigor login
- Customize daily, weekly, or monthly performance reports
- Receive a report on a specific day of the week or month, or at a specific time
To set up an email schedule:
- Edit custom report (or, create a new custom report)
- Email Schedule + Add Schedule
Email Schedule Settings
Set the frequency of the email schedule. Select whether the report should be sent on a daily, weekly, or monthly basis. The highest frequency we can set is once per day.
If we select “Every week”, we can select multiple days of the week:
The same is true for monthly reports: if we select “Every month” we can choose which day(s) of the month we want the report to send.
After selecting the frequency, choose the time we would like to send the report. Reports can be sent on the hour or half-hour.
In the “To” field, we can add a list of recipients. We must add at least one recipient to save the email schedule.
Recipients can include:
- Rigor users
- Rigor groups
- Any email address
To add a Rigor user or group, start typing in the user or group’s name. We should see a list of suggested recipients in a dropdown list if our search returns any matches:
Click on a recipient option in the dropdown menu, or hit tab on a highlighted option to add it to the list.
To get more information about a user or a group, click on its name:
To add an email address for a non-Rigor user, just type it in and hit tab or enter:
After we save, we can see the email schedule in the info box at the top of the Custom Report:
Once the schedule is configured, recipients will start receiving emails with Custom Report data via email on the set schedule.
Here’s an example of what the email looks like: