Mastering Empress's Auto Email Reports for Business Efficiency

Guides & Tutorials
1

Introduction

Welcome to this user-friendly guide that will help you understand and use the Auto Email Reports feature in Empress. This feature is an incredible tool that automates the process of sending out reports, saving you valuable time and ensuring consistency in your business operations.

Introduction to Auto Email Reports

In the business world, regular reporting is essential for tracking progress, identifying issues, and making informed decisions. However, creating and sending out these reports can be time-consuming. Empress’s Auto Email Reports feature comes to your rescue, allowing you to automate this process. You can set up regular intervals for sending these reports, ensuring that all relevant parties are kept up-to-date without you having to lift a finger.

Finding Auto Email Reports

To find the Auto Email Reports feature in Empress, simply follow this path:

Home > Settings > Auto Email Report

Setting Up an Auto Email Report

To set up an Auto Email Report, follow these simple steps:

  1. Navigate to the Auto Email Report list and click on ‘New.’
  2. Choose the report you want to send automatically.
  3. Select the user who will receive this report. Note that the permissions for this report will be tailored to the selected user.
  4. Specify the email addresses where the report should be sent and set the frequency of the report. Reports are sent at midnight. If you choose a weekly, monthly, or yearly frequency, the report will be sent on the same date of each cycle. For example, if you set the date as the 7th and the frequency to monthly, the email will be sent on the 7th of each month.
  5. Click ‘Save.’

To check your report, you can click on ‘Download’ or ‘Send Now.’

Exploring Features of Auto Email Reports

Data Customization

Auto Email Reports offers several features that allow you to customize the content of your reports:

  • Send only if there is any data: If enabled, an email will not be sent if the report is empty.
  • Only Send Records Updated in Last X Hours: If set to 24, for instance, the email will only contain records updated in the last 24 hours.
  • Number of Rows: This determines the number of rows to be included in the email, up to a maximum of 500 rows.

Applying Report Filters

If your report includes filters, these will be visible and you can modify them by clicking on the table.

Customizing Messages

You can add a personal touch by including a custom message to the email report. For example, you might include a note as ‘This is your monthly Project Billing Summary Report.’

You can also select the file format for your report, with options being HTML, XLSX, and CSV.

Conclusion

The Auto Email Reports feature in Empress is a powerful tool for automating your business operations, saving you time and ensuring consistent reporting. By utilizing this feature, you can improve your business productivity and communication.

For additional assistance or resources, please visit our Empress support center or contact our friendly customer support team.