Schedule a report to be sent
When you email a report to yourself or designated recipients, you can send it immediately or on a recurring schedule.
- Create a new report or open an existing one, and then save it. Only saved reports can be scheduled.
- On the toolbar, click Send. The Send Analysis dialog appears.
- On the Recurrence dropdown list, select how frequently you want the report to be sent, or select None to send the report immediately without scheduling it.
- In the Send To box, enter the email address for each recipient, separating each address with a comma. You can include up to 50 email addresses. To send a report to more than 50 addresses, use a distribution list.
- (Optional) In the Message box, type any comments you want to include in the email.
- (Optional) As needed, clear the checkboxes for items to be included in the email.
- If you're sharing the report with someone who doesn't have access to yield analytics, the recipient can't receive a URL Link to access the report.
- If you're sending a Data Snapshot, it includes the first 20-25 lines of the report in the email.
- Click Send.
To schedule a report to run bi-monthly, create two monthly instances of recurrence (for example, one on the 1st and one on the 15th).
If you have administrative access, you can select Admin Tools > View Reports to view and edit scheduled reports.