How to Automate Reports

This tutorial will show you how to automate reports to have them sent to an email address at certain time intervals.

1. You will want to have the Report you want to send already made (Click Here for tutorial)
   
   
2. Once the Report is made, click the Automations module
   
   
3. Click the orange + New Automation button at the top right of the page
   
   
   
   
4. On the right side, under Triggers. Click and drag At Time out to the left area
   
   
   • When prompted when you want this automation to run, click Repeating
   • This is where you will configure at what times you will want the Report to be sent (On the right side, in the Upcoming Messages section. That will provide a forecast of the future dates this Automation will be sent)
   • We recommend having it set to be sent on a monthly basis (Click the Right Now checkbox -> Select the Monthly Frequency -> Click on the 1st or which ever day you want it to go out (should turn green) -> select the time you'd like it sent in Send Time)
   • Click Save + Close when configured how you'd like
     
     
     
5. On the right side, under Triggers. Click and drag Report Create out to the right of the At Time trigger
   
   • Once in the Automation, hold your cursor over the Report Create trigger. Click the Pencil icon that pops up.
     
   • Select the Report you'd like to be sent
   • Hold your cursor over the At Time trigger. Click the blue Arrow icon that pops up.
     
     
     
     
6. On the right side, under Actions. Click and drag Select Contacts out to the right of the Report Create trigger
   
   • To send it to a specific person: click Create a New Rule under Match ALL of these rules. 
   • Select either Phone Number (SMS) or Email Adress (Email)
   • Make sure the middle dropdown says Equals
   • In the 3rd dropdown, type the Phone Number or Email Adress you'd like the report to be sent to
     
   • Click Save + Close when completed
     
     
     
7. On the right side, under Actions. Click and drag either Send Email or Send SMS out to the right of the Select Contacts action
   • Configure the SMS or Email to include what'd you like
   • To insert the Report, copy and paste this text into your message:
     {{ report_url }}
   • Click Save + Close when all done configuring your message
     
     
     
8. You will want to connect the boxes in the following way:
   
   • To do so, you will hover your cursor over a Box. Click the blue arrow that appears
     
   • A gray line will appear coming out of the Box. Click and drag the end of that arrow to connect to the next Box
     
     
     
9. Once all the Boxes are connected, click the slide icon next to the name to activate the Automation
   

That's it, Congratulations!