Automatically Email Reports

Tags: Report

Once you create a saved search or report, Infusionsoft can automatically email you an updated report on a recurring basis.

  1. Pull up a Saved Search or Report

  2. Click on Options, and select Email Saved Search

  3. 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.

  4. Click on the Save button, or Save and Send Now (to get a copy of the report right away.)
Was this article helpful?
Thank you for your feedback!