Tired of sending reports manually to your clients? With ReportGarden you can send documents automatically on a predefined frequency based on your requirements. Just follow the steps below :
Step 1 : Navigate to the Documents section on ReportGarden and open the Document you would like to send automatically
Step 2 : Click on the Schedule Document icon as show below. A dialog box will open with the scheduling details
Step 3 : Choose the frequency, delivery day, time and time zone for sending the document.
Note : Please schedule documents at least 30 minutes before the scheduled time. Documents scheduled within 30 minutes of the scheduled time are not picked up by the scheduler
Step 4 : Update the client's email ID, subject and email body as per your requirements. By default, the scheduler picks up the client's name with the document date range as the email subject
Step 5 : Toggle the Show in Portal option if you would like these documents to be published on the client portal as well
Step 6 : Click on Automate, the scheduler will close and display a success message.
Once you have scheduled your documents, you can also view the status for these documents in the Schedules tab under Documents
What will be the date range in the schedule?
It is based on the frequency.
Default date range
If the date range of any widget is set to custom, the default date range wont apply.
For any further questions, reach out to to us on our live chat or drop an email to [email protected]