Rather than having to pull reports manually, Zingtree offers an option to email your favorite reports to you on a regular basis.
Set up a new scheduled delivery
- Go to Usage Reports, then open the report that you would like to schedule.
- From the 3 dots in the top-right corner of the report choose Schedule Delivery.
- From here you can set the options described below:
- Pick the report you want, and if it's for a single workflow select that workflow.
- The span indicates how many days to include in the report.
- If you choose Daily/Weekly, pick which days of the week to send the report. Or select Monthly and choose which day of the month to send a report for the previous month up to that day.
- Enter the email address(es) where the report is to be sent. (You can enter multiple email addresses separated by commas.)
- Reports can be sent as CSV files to import into Excel, Google Sheets, or any other system capable of reading CSV data. Reports can also be sent as PDF or PNG visualization
- The Filters and Advanced options tabs allow you to set various handy filters, a custom message in the body of the delivery email as well as the delivery timezone.