New Analytics and Payment Email Report Features

We have updated the email reports system to bring you several enhancements and new features.

Enhanced report configuration
More setup options have been added to give you:

  • The ability to apply saved filters. Applying more than one filter will generate multiple reports with each filter applied separately.
  • The ability to specify the reporting period independently of how often the report is sent.
  • Greater flexibility on sending times. For example: send the report at 9am on the second Monday of each month for 3 months. You can even set your start date in the past and receive historical reports.

emailReportsSetup

Reports on demand
Each report config section now includes an ‘Email me now’ button that allows you to select a date range and generate a report straight away.

Group reports
The new Group reports feature enables you to separately configure and group several of your individual reports together in one bulk email.

To set this up you’ll first need to set up some standard email reports, you can leave these individual ones paused if you only want to receive them in the group report.

When you’ve set up your standard reports click the ‘Group reports’ tab at the top of the page then click the ‘Add group report’ button. You can then set up the configuration for your grouped reports and choose which of your individual saved reports you want to be included.

We hope you find these new features useful. Please send us any feedback you may have.

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