Requires administrator rights or the following permission: |
From Warehouse and Reports, it's possible to send your views as automated email reports on a daily, weekly, bi-weekly, or monthly basis. Here's how to do it.
Additionally, you can also customize your exports by creating filtered views based on specific datasets, like campaigns, leads, or statuses etc.
If you'd like to know more about how to create your views, find more info here:
OBS: We're using Warehouse Leads as the example below, but it's the same drill no matter where you're creating your automated email report.
Create or locate the view you would like to receive automatically.
In the top right corner, click Export and choose Scheduled.
Decide how often you'd like to receive the email report. The options are daily, weekly, bi-weekly (every second week), and monthly. The report will always be sent at 6 in the morning, and we cannot change this.
Type the email address of the person who should receive the report.
If you choose weekly, bi-weekly, or monthly, you also need to input the first day you'd like to receive the report. Adversus will use the date as the basis for all subsequent send-outs.
Click OK and your automated email report is now set up. You can find it in the automated email overview, if you go to Messages in the menu on the left, and choose Automated emails.
From the Automated emails overview, you can always edit, delete, or change the date for the next email.
If you at some point wish to unsubscribe from the automated report, you can always do so by clicking Delete underneath Edit.