Setting Up Email Reports

How to set up scheduled email reports for your S&O account

Updated over a week ago

Report Settings allows you to set up and configure performance reports to be sent via email based on your desired timelines:

By default you can select to have email reports delivered daily, weekly, monthly, or a combination of the three.

You can then select if you wish to have comparison data to be represented in your emailed report:

  • Day over Day

  • Week over Week

  • Month over Month (30-day)

From Details - input the email you wish to have reports sent from and an email for reports to be received.

To White Label a report with your own Logo, upload your logo file to the app.

If you make any changes or update anything regarding your report settings, you must click UPDATE SETTINGS so that they can take affect:

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