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.

Note that you are unable to change the subject line of a report email.

  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.)
Did this article answer your question?
Thank you for your feedback!
Note! For questions about how to use this feature, please contact our Support Team. To provide feeback on the accuracy of this article, use the form below.
User Icon

Thank you for your feedback!