Creating automated email summaries

Email summaries are a powerful communication tool you can use to share the current status and trends of your business with key stakeholders. With email summaries you can:

  • Email graphical summaries that include reports
  • Include or exclude the email summary author from receiving the email
  • Schedule when the email is sent
  • Edit, delete, and pause existing scheduled email summaries

Create New Email Summary

  1. Select Manage Data then Email Summary in the sidebar.

    If this is the first time you are creating an email summary, this page does not display any saved summaries.

  2. Click the Create New Email Summary button in the top right corner.

  3. Enter a name for the summary.

    Choose a name that conveys what is included in the summary. For example, AOV Comparison.

  4. In the Choose Content section, select the reports you want to include in the summary.

    You can select up to 10 reports that you own. After you select a report, use the icons that appear to select if you want that report sent as a table or a chart. If you saved the report as a number, you can only send it as a number. For information about sending an email summary that contains a report with stale data, see Managing your account settings.

Note: Cohort reports are only available if you are using the new architecture.

  1. (Optional) Select Send Email To Me if you want to receive the email.

  2. To include other users on the email, enter their email addresses in the Add Email Recipients field separated by commas, spaces, tabs, or semi-colons.

Schedule Email Summary

In the Set when to send the Email Summary field, you can specify when to send the email summaries. Options are:

  • Manual
  • Once
  • Repeating

Save Email Summary to be Sent at a Later Date

  1. Select Manual from the Set when to send the Email Summary field.

  2. Click Save.

    This saves the summary to the list of email summaries.

  3. When you are ready to send the summary, click the gear icon and select Send Now.

Send Email Summary Once

  1. Select Once from the Set when to send the Email Summary field.

  2. Specify the start date in the Select Start Date calendar.

  3. Specify the time to send the email in the Select time to send field.

Create Repeating Schedule

  1. Select Repeating from the Set when to send the Email Summary field.

  2. In the Set Frequency field, select Daily, Weekly, or Monthly.

  3. Specify the start date in the Select Start Date calendar.

  4. Specify the time to send the email in the Select time to send field.

  5. (Optional) To specify an end date, select End Date and select the end date from the calendar.

Modify Existing Email Summary

After you create and save an email summary, the Email Summaries page displays a list of all saved summaries. You can expand (+) each row for more information. The columns in this view are:

  • Email Name - Name of the email summary
  • Content - Type of content within the summary, such as the names of any reports. For information about sending an email summary that contains a report with stale data, see Managing your account settings.
  • Scheduled - Frequency, date, and time the email summary is sent
  • Recipients - Recipients of email summary
  • Created Date - Date the email summary was created
  • Status - Paused or Active

Click the gear icon to the right of each row to:

  • Send Now - Sends the email summary immediately to all specified recipients
  • Edit - Allows you to modify the details of the email summary
  • Pause/Active - Allows you to pause the email summary from being delivered or enable the summary based on how it is configured
  • Delete - Deletes the email summary