Reports · How-to
Email a dashboard or report on a schedule
Have a dashboard or saved report arrive by email every day, every Monday or on the 1st of the month, without anyone opening Setvos.
Open the Scheduled tab
Open Reports and choose “Scheduled”. The card at the top is “New scheduled digest”, there for roles that may create in Reports.
Choose what to send
Under “Report or dashboard”, pick one of your dashboards or saved reports. A dashboard is sent with its numbers for the last 30 days.
Choose how often
Under “Cadence”, choose “Every day”, “Every Monday” or “1st of the month”, and under “Hour” the time to send it on your workspace’s clock. It stays at that hour when the clocks change. Left at “At the usual hour”, it goes out in the morning.
Choose who gets it
In “Send to”, type up to 20 email addresses, separated by commas or spaces. They do not need to be members of your workspace. The email shows each report as a table of up to 25 rows, in the language of whoever set the schedule up, and says at the bottom which workspace sent it — useful when it goes to an accountant outside it.
Save it
Press “Schedule”. The email carries your business name in its subject, is written in the language of the person who set it up, and shows the numbers that person is allowed to see, whoever receives it.
Test, pause or remove it
In the list, the switch pauses and resumes a schedule, and the paper-plane button “Send now” sends a copy straight away; both need a role that may edit in Reports. The bin, “Delete schedule”, asks first and then stops it for good; the report or dashboard it sent stays, and only roles that may delete in Reports see the bin. “Last sent” shows when the schedule last ran. To change the addresses or how often, delete it and set it up again.
Common questions
- Why did a scheduled email stop arriving?
It may be paused, or the person who set it up has left the workspace or lost access to Reports, which switches it off. Deleting the dashboard or report deletes its schedule too, and a suspended workspace sends no scheduled emails until it is active again.
- Can I schedule digests on the phone?
Yes, under Scheduled: a report or dashboard, every day, every week on a chosen day or on the 1st of the month, an hour on the salon’s clock, and the addresses to send to. The hour stays the same across the clock changes. Each schedule has its own Active switch and “Send now”.
Read next
Build a dashboard
Put the numbers you check every day on one page, choose how each is shown, and look at any period in one click.
Open, change or export a saved report
Run a saved report on today’s data, change its settings, download it as a CSV file, or delete it.
Reports: common questions
Missing metrics, who sees your dashboards and why their numbers differ, periods and comparisons, and exporting numbers.
Set up roles and permissions
Use the four ready-made roles or build your own: choose what each role may do in every module and whose records it sees.
More in Reports
Open in Setvos
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