Emailing Reports

The option to email reports is available in the top right corner above the Activities table.

Clicking on the email icon opens up a sidebar on the right side where you can enter the email addresses of the recipients.

Note: For security reasons, scheduled and emailed report links are restricted to the exact email address added as a report recipient. Users must be signed in with that same address to view the report. Distribution lists, unlisted admins, and forwarded emails will return an "Unauthorized Access" error. To ensure recipients can open the report, make sure to add their individual email address to the report recipient list.

Choose the file type, CSV or PDF, and click on the Email Report button. If you use the dropdown button, you’ll also find the option to schedule reports. Learn more about scheduling reports.

Alternatively, you also get the option to email reports when you use the first action button (Reports) to customize and download reports.