Schedule your Reports to be Emailed (Report Settings)
Email your reports right out of DonorSnap!
Once you have saved a report, schedule that report to be emailed once, or on a recurring basis.
Load the Saved Report and click the Schedule Email Report button.
On the email settings screen, choose:
- Which report to email
- To whom (only one email – you cannot enter multiple email addresses)
- Date Range, up to two years from today
Track which reports have been sent and opened under Maintenance > Scheduled Reports Emails.