Create Automated Email Summaries
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:
- Email graphical summaries that include reports
- Include or exclude the email summary author from receiving the email
- Schedule when the email is sent
- Edit, delete, and pause existing scheduled email summaries
Create new email summary
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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.
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Click Create New Email Summary in the top-right corner.
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Enter a name for the summary.
Choose a name that conveys what is included in the summary. For example,
AOV Comparison. -
In the
Choose Contentsection, select the reports you want to include in the summary.You have two options for adding content:
- Select Individual Reports - Choose specific reports from your dashboards
- Select Entire Dashboard - Include all reports from a dashboard as they appear in the dashboard layout
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.
For adding entire dashboards, you have the following format and delete options:
- Change the report’s format to a chart or a table
- Delete reports from being included in the email
- Select to include a CSV file for tabular reports - this allows recipients to access raw, exportable data directly from their inbox.
note note NOTE Cohortreports are only available if you are using the new architecture.note note NOTE Large CSV attachments are supported up to a combined total of 25 MB per email. -
(Optional) Select
Send Email To Meif you want to receive the email. -
To include other users on the email, enter their email addresses in the
Add Email Recipientsfield separated by commas, spaces, tabs, or semi-colons.
Schedule email summary
In the Set when to send the Email Summary field, you can specify when to send the email summaries. Options are:
ManualOnceRepeating
Save email summary to be sent at a later date
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Select
Manualfrom theSet when to send the Email Summaryfield. -
Click Save.
This saves the summary to the list of email summaries.
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When you are ready to send the summary, click the gear icon and select
Send Now.
Send email summary once
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Select
Oncefrom theSet when to send the Email Summaryfield. -
Specify the start date in the
Select Start Datecalendar. -
Specify the time to send the email in the
Select time to sendfield.
Create repeating schedule
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Select
Repeatingfrom theSet when to send the Email Summaryfield. -
In the
Set Frequencyfield, selectDaily,Weekly, orMonthly. -
Specify the start date in the
Select Start Datecalendar. -
Specify the time to send the email in the
Select time to sendfield. -
(Optional) To specify an end date, select
End Dateand select the end date from the calendar.
Modify existing email summary
After you create and save an email summary, the Email Summaries page displays a list of all saved summaries. You can expand (+) in 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 reportsScheduled- Frequency, date, and time the email summary is sentRecipients- Recipients of the email summaryCreated Date- Date the email summary was createdStatus-PausedorActive
Click the gear icon to the right of each row to:
Send Now- Send the email summary immediately to all specified recipientsEdit- Modify the details of the email summaryPause/Active- Pause or activate the email summary deliveryDelete- Delete the email summary