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Emailing and Scheduling a Report Overview

Emailing and Scheduling a Report Overview

Save yourself steps and time! Share your data directly from IntelliBoard.  Then, even better, set up your reports to be emailed automatically.  Information on Emailing and Scheduling a report is just below. 

EMAILING A REPORT

 

By clicking the email icon (above), the dialog box (below) will pop up. 

  • Send the report by entering an email or email addresses in the Email box.  Note: Multiple email addresses must be separated by commas. 
  • Customize the Subject bar. (We suggest: "Open now for AMAZING data!") 
  • You could add an additional Message. (We suggest: "Data-informed decision making is the best.")
  • Then choose how the format (.CVS, .PDF, or .XLS) for the Attachment.
  • Click Send

SCHEDULING A REPORT 

By clicking the schedule icon (above), the dialog box (below) will pop up.

  • Send the report by entering an email or email addresses in the Email box.  Note: Multiple email addresses must be separated by commas. 
  • Customize the Subject bar. (We suggest: "Open now for AMAZING data!") 
  • Customize the Period of time and the Frequency in which you want to send the report.
  • Then choose how the format (.CVS, .PDF, or .XLS) for the Attachment.
  • Click Save!
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