Email summaries are a powerful communication tool that you can use to share the status and trends of your business with key stakeholders. With email summaries you can:
Click Manage Data then Email Summary in the sidebar.
If this is the first time you are creating an email summary, this page does not display any saved summaries.
Click Create New Email Summary in the top-right corner.
Enter a name for the summary.
Choose a name that conveys what is included in the summary. For example, AOV Comparison
.
In the Choose Content
section, select the reports you want to include in the summary.
You can select up to ten reports that you own. After you select a report, use the icons that appear to select if you want that report sent as a table or a chart. If you saved the report as a number, you can only send it as a number. For information about sending an email summary that contains a report with stale data, see Managing your account settings.
Cohort
reports are only available if you are using the new architecture.
(Optional) Select Send Email To Me
if you want to receive the email.
To include other users on the email, enter their email addresses in the Add Email Recipients
field separated by commas, spaces, tabs, or semi-colons.
In the Set when to send the Email Summary
field, you can specify when to send the email summaries. Options are:
Manual
Once
Repeating
Select Manual
from the Set when to send the Email Summary
field.
Click Save.
This saves the summary to the list of email summaries.
When you are ready to send the summary, click the gear icon and select Send Now
.
Select Once
from the Set when to send the Email Summary
field.
Specify the start date in the Select Start Date
calendar.
Specify the time to send the email in the Select time to send
field.
Select Repeating
from the Set when to send the Email Summary
field.
In the Set Frequency
field, select Daily
, Weekly
, or Monthly
.
Specify the start date in the Select Start Date
calendar.
Specify the time to send the email in the Select time to send
field.
(Optional) To specify an end date, select End Date
and select the end date from the calendar.
After you create and save an email summary, the Email Summaries
page displays a list of all saved summaries. You can expand (+
) each row for more information. The columns in this view are:
Email Name
- Name of the email summaryContent
- Type of content within the summary, such as the names of any reports. For information about sending an email summary that contains a report with stale data, see Managing your account settings.Scheduled
- Frequency, date, and time the email summary is sentRecipients
- Recipients of email summaryCreated Date
- Date the email summary was createdStatus
- Paused
or Active
Click the gear icon to the right of each row to:
Send Now
- Sends the email summary immediately to all specified recipientsEdit
- Allows you to modify the details of the email summaryPause/Active
- Allows you to pause the email summary from being delivered or enable the summary based on how it is configuredDelete
- Deletes the email summary