{"id":722,"date":"2025-02-25T10:29:35","date_gmt":"2025-02-25T10:29:35","guid":{"rendered":"https:\/\/www.daxrm.com\/help-center\/?p=722"},"modified":"2025-02-25T10:56:14","modified_gmt":"2025-02-25T10:56:14","slug":"report-scheduling","status":"publish","type":"post","link":"https:\/\/www.daxrm.com\/help-center\/report-scheduling\/","title":{"rendered":"Report Scheduling"},"content":{"rendered":"

Report Scheduling<\/h2>\n

In this guide, we\u2019ll walk you through the process of scheduling reports to automatically generate and be sent via email to your agency clients.<\/p>\n

Before getting started, ensure you have your account-specific report set up. You can learn more about configuring your reports here<\/a>.<\/p>\n

Set Email Template & Signature<\/h2>\n

Before scheduling a report, let\u2019s first configure your email template and add your email signature.<\/p>\n

1. Navigate to Settings<\/strong> in the sidebar and select Report Branding<\/strong><\/p>\n

\"Report<\/p>\n

2. Click on Email Template<\/strong>. A default text is preloaded, which you can edit to align with your agency\u2019s branding and report content. At this stage, you’re setting up the default email template. Later, you\u2019ll have the option to further personalize emails for specific accounts to tailor them to each customer<\/p>\n

\"Report<\/p>\n

3. Now, set up your email signature. Click on Email Signature<\/strong> in the Report Branding<\/strong> menu. You can create your signature using the built-in editor or customize it with HTML code..<\/p>\n

\"Report<\/p>\n

4. Now that your email template and signature are set up, it’s time to schedule an account-specific report. Navigate to Accounts<\/strong> in the sidebar, search for the desired account, and click on its name.<\/p>\n

5. Click on the Reports<\/strong> icon in the top toolbar.<\/p>\n

6. If reports have already been created for this account, they will be listed here. Select the report you want to schedule. Before proceeding, it’s a good idea to review the report to ensure everything is accurate. Click Preview<\/strong> for a real-time view or Design<\/strong> to make any edits. Keep in mind that the report will be sent according to the set schedule, with the date automatically adjusting based on the predefined date filter.<\/p>\n

\"Report<\/p>\n

7. Once you’re satisfied with the report, it’s time to schedule it. Click Schedule<\/strong> to begin.<\/p>\n

\"Report<\/p>\n

8. Start by entering the From Name<\/strong>, which will appear as the sender in the recipient\u2019s inbox. Next, add the recipient\u2019s email address. You can include multiple email addresses and CC additional contacts as needed.
\nIn the Subject<\/strong> field, enter the email subject line, such as “Digital Marketing Analytics Monthly Report.”<\/em><\/p>\n

\"Report<\/p>\n

9. Now, set the report’s frequency, date, and time for delivery. From the Frequency<\/strong> dropdown, choose from Daily, Weekly, Twice a Month, or Monthly<\/strong>. Then, select the specific day, date, and time based on your chosen frequency.<\/p>\n

10. The email template you configured earlier will automatically populate here. You can edit the content if needed to further personalize the email before sending.<\/p>\n

\"Report<\/p>\n

11. After customizing the email template, click Save<\/strong> to schedule the report. It will now appear in the list as Running<\/strong>, along with details of the next scheduled delivery.<\/p>\n

\"Report<\/p>\n

12. To modify a running schedule, you can pause and edit it as needed. Click the Schedule<\/strong> button, where you’ll have the option to either Stop<\/strong> the scheduled report or Pause & Edit <\/strong>it.<\/p>\n

\"Report<\/p>\n

Pausing a scheduled report will take you back to the scheduling page, where you can update the recipients, frequency, date, time, and email template. Click Save<\/strong> to apply the changes and reschedule the report.<\/p>\n

To edit the report itself, click the Design<\/strong> button, which will open the Report Designer<\/strong>.<\/p>\n

13. You can duplicate any report by clicking Clone<\/strong>. If a report is no longer needed, click Archive<\/strong> to move it to the Archive List<\/strong>. Archived reports can be retrieved anytime, and scheduling will be paused. Additionally, if an account is archived, its scheduled reports will no longer be sent.<\/p>\n

Use Your Own SMTP Settings<\/strong><\/p>\n

14. By default, scheduled report emails are sent from the daxrm.com<\/strong> domain. If you prefer to send emails using your own SMTP and display reports from a custom email address, follow these steps:<\/p>\n