Automate reports and get them emailed to your inbox

When running a report, you can choose to have this report delivered directly into your inbox. There are two steps to this process.

Step 1:

Administrators must enable automated reports first:

• Click on 'Admin' in the top navigation menu
• Click on 'Notifications' from the left navigation bar
• Navigate to the 'Other' tab
• Toggle 'Automated Reports' to 'On' noting the information bar at the top of the screen

Step 2:

Once enabled, individual users can automate the delivery of a report in the following way:

• Select a report from the left hand side menu
• You can use the filters from the right hand side of the screen to determine the data you wish to include
• Click on the 'Run' button to generate and view the report
• Click the 'Email' button at the top of the main report screen 
• A slide-out will help you define whether this is a one-off or recurring delivery, and the cadence of the delivery
• You can choose to send these automated reports to other Xakia users or internal clients
• Add a custom name to the report (if desired)
• Add a date to the report name (if desired)

If recurring delivery is selected, this will display under the 'Recurring Reports' tab on the left hand side as a record of your recurring reports. Please note that these cannot be edited, but can be deleted and re-saved.

If you require more information or support, you can get in touch with the Support team here or email support@xakiatech.com.