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Scheduled reports allow you to receive your Email Meter dashboards directly in your inbox on a recurring basis. Instead of logging in to check your metrics, you can have reports delivered automatically to you and your team.
Scheduled reports are set up by our team. To request one, reach out to your Business Intelligence Consultant and they will configure it for you.

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What you’ll receive

Each scheduled report is delivered as an email containing a PDF with the dashboard pages you need and a link to the full dashboard in Email Meter.

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What you can configure

When requesting a scheduled report, let your Business Intelligence Consultant know the following:
  • Report: which dashboard or report you want to receive (e.g., Summary, Response Times, Sent & Received).
  • Pages: which pages of the report you want included. You can choose to receive the full report or only specific pages.
  • Frequency: how often you want to receive it. Options include daily, weekly, or monthly.
  • Filters: any filter values you want applied to the report, such as date ranges or specific mailboxes. These filters will be locked in for every delivery.
  • Recipients: the email addresses that should receive the report. You can add up to 50 recipients per scheduled report.

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Managing your scheduled reports

If you need to make changes to a scheduled report, such as updating recipients, adjusting the frequency, or pausing deliveries, contact your Business Intelligence Consultant. They can edit, pause, resume, or remove any scheduled report on your behalf.

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Frequently asked questions

Not at the moment. Scheduled reports are configured by your Business Intelligence Consultant. Reach out to them with the details of what you’d like to receive, and they’ll set it up for you.
Reports are delivered as PDF attachments via email.
Yes. You can include any email address as a recipient, whether internal or external.
Reports can be delivered as frequently as once per day.
Yes. Each scheduled report is independent, so you can have one report delivered daily and another delivered monthly, for example.