How do I manage Automated Email Reports? (Beta)

Any Dashboard in your Tenzo account can be emailed out automatically to you and other members of your team on a daily, weekly or monthly basis.

Note: this feature is currently in Beta. If you don't have access to this on your account yet, please contact your CSM.

How do I set up a Recurring Email?

You can set up a recurring email from either:

• Dashboard view page; or
• Email page in the Admin section.

What you will see is the following screen:

Here you can choose:

1. What dashboard you want to email out; if a dashboard contains several tabs, you can chose whether you want to email all tabs or only specific ones;
   
   
2. Whether you want to (a) Set up a Recurring Email or (b) Email Now.
   If you Email Now, the email will be sent as a one-off to the you or the people in the group you choose; if you choose Recurring Email, a few more options will appear;
   
   
3. Frequency and time of the Recurring email;
   
   
4. Who should receive the email; this can either be You or one/multiple specific User Groups;
   
   
5. Whether you want to include CSV attachments or not; and
   
   
6. You can also send a Preview first if you'd like to see how it would look before configuring it.

If you set up a Recurring Email, this will always be accessible in your Recurring Emails page, where you (and anyone with Admin access) can edit or delete it at any time:

All users are able to send emails (one off and recurring) to themselves, but only Administrators can send emails to user groups.

If you have any questions or feedback about how to create, edit and assign Recurring Emails, feel free to ask your Customer Success Manager or email us at any time at [e-mail].