Once you create a saved search or report, Infusionsoft can automatically email you an updated report on a recurring basis.
Note that you are unable to change the subject line of a report email.
- Pull up a Saved Search or Report
- Click on Options, and select Email Saved Search
- Select the frequency for the email report. Hold down the CTRL key (or the Command key on a Mac) on your keyboard to select more than one day.
- Click on the Save button, or Save and Send Now (to get a copy of the report right away.)