Email a report on a schedule
Send any saved report daily, weekly or monthly as Excel, CSV or PDF, to colleagues and to outside addresses.
For: Everyone who can save and export reportsSteps
- Open a saved report (Reports → Report library → Saved), select Export and choose Schedule….
- Choose how often (daily, weekly or monthly), the day and the time in Malaysia time, the file format and the language the report is written in.
- Add people in your workspace and, if needed, outside email addresses. Outside addresses get the file through your company mailbox.
- Select Save schedule. Send now delivers it straight away so you can check what recipients get.
- Every delivery appears in Run history with its result. Reports → Report library → Scheduled lists all your schedules.
Good to know
- Recipients see the report as you do — your access applies — so only send it to people allowed to see that data.
- If a delivery fails, MetriCRM tries again 15 minutes later and tells you. After three failed days in a row the schedule pauses until you resume it.
- Without a working company mailbox, people in your workspace get a link to the report instead of the file, and outside addresses are skipped.
Still need help? Contact support