Schedule and forward a report

Send a report automatically on a schedule to internal and external receivers.

Schedule and forward a report

Introduction

Send a report automatically on a recurring schedule. This removes manual runs and sharing.

Detailed explanation

When you enable forwarding, choose the receivers:

• Internal receivers — active OutSmart employees.
• External receivers — any e-mail address.

With recurrence, set how often the report runs. You can also set an end date or number of occurrences. At each run, OutSmart generates the report and sends it with the selected report e-mail template.

On Maximize, you can store snapshots of each run.

This schedules reports. Automatic invoice payment reminders use invoice scheme settings.

Step-by-step guide

1

Open the report's advanced settings

Open a saved report and go to its forwarding or recurrence settings.

2

Enable forwarding

Turn on forwarding. Add internal or external receivers.

3

Set the recurrence

Choose how often the report runs and when it starts.

4

Choose the e-mail template

Select the report e-mail template.

5

Save

Save the report. It now runs and sends automatically.

FAQ

Can I send a report to someone who isn't an OutSmart user?

Yes. Add their address under external receivers.

I set up an automatic invoice reminder but it isn't sending.

Invoice reminders are not part of Reports. Configure reminder templates and automatic reminders in the invoice scheme.

References

• Create a report
• Create an invoice scheme