This guide assumes that you have already selected or created the report you want to send or schedule.
Attach a Message to the Report Sending Email
To add a personalized text to the email that will deliver your report, follow these steps within the sending configuration window:
1. Access Sending Options
After configuring your report, click the button to access sending or scheduling options (for example, a "Send" or "Schedule Report" button). A configuration dialog window will open.
2. Specify Recipients
At the top section of the window, locate the field labeled:
Who should receive the report?
Enter the recipients' email addresses, separated by commas.
3. Find the Message Field
Scroll down within the configuration window until you find the label:
Do you want to attach a message to the email?
4. Enter the Message
In the text field below, write the message you want to include in the body of the email that will send the report.
5. Configure Sending (If Necessary)
If you are scheduling the sending:
- Check the box
Schedule sending. - Configure the desired sending frequency (e.g., daily, weekly).
If you are sending immediately, this step is not necessary.
6. Save or Send
Complete the operation by clicking on the confirmation button (usually "Save" or "Send") in the dialog window to save the configuration, including adding the message.
