Automate the delivery of your reports to receive them periodically in your email, eliminating the need to generate them manually each time.
✅ How to schedule automatic delivery step by step
Access the report you wish to automate from the "Reports" section.
Click the "Edit" button to open the report editor.
Activate the "Recurring report" option at the top of the editor.
Set the delivery frequency: Daily, weekly, monthly.
Enter the email addresses of the recipients. You can add multiple emails, even if they are not Welov users.
Click "Save" to confirm the schedule.
🧠 Final step: review and adjust as needed
Once the automatic delivery is set up, you can:
Modify the delivery frequency or format at any time.
Add or remove recipients as necessary.
Deactivate the recurring report option if you no longer wish to receive it automatically.
💡 Useful tips
Personalisation: Ensure the report is customised with the metrics and design you require before automating its delivery.
Verification: Check that the recipients' email addresses are correct to avoid delivery errors.
Test: You can perform a test by sending the report to yourself before adding more recipients.