Mail digests
A mail digest automatically sends a selected report by email to chosen recipients on a regular schedule at a specified time.
Find mail digests in Analytics & reports → Reports → Mail digests.
Creating a mail digest
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Open Mail digests and click + New mail digest.
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Choose a name for the digest; it will also be the subject of the sent email. Then select the report to send and how often the email should be sent. You can choose daily, weekly, or monthly, and set the specific day or time when the report should be sent.
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In the next step, you can choose whether the digest sent as an attachment should include:
- data export in Excel
- data export in PDF
- tables shown in the email body
- active digest – the digest is sent regularly according to the schedule. If unchecked, no email is sent.
As the last step, choose who should receive the mail digest. Recipients can be specific users or users from a specific team.
Overview and managing digests
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Created digests appear in the overview with the owner, linked report, delivery schedule (for example, 1st day of the month at 08:00), Active status, and attachment types.
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Open the ⋯ menu for a digest to edit it or perform other actions. You can also test sending the mail digest or delete it.