Send Recurring Email

Administrators can automate the delivery of reports by setting up recurring emails. This feature ensures that selected recipients receive updated reports at scheduled intervals, saving time and streamlining communication.

To get started, go to the Setup tab and select Send Recurring Email from the dropdown menu.

1. Click Add New to create a new recurring email.
2. Select the checkbox next to the desired subject to include it in the email.
3. Click Edit to adjust the viewing options.
4. Configure or update the recurring date and time as needed.
5. To remove a recurring email, check the Delete box and click Save Changes.

Adding a New Recurring Email

To create a recurring email, click Add New and complete the following steps:

a. Enter the Subject of your email.
b. Select the Report, then click Set Report Parameters to configure the included information.
c. Set the Recurrence (daily or weekly).
d. Add Recipients (use commas to separate multiple email addresses).
e. Copy the Administrator if needed. If no recipients appear, click Add Admin to select from the list.
f. Click Save Changes to finalize.

Clicking Set Report Parameters allows you to filter the report by specific Buildings, Locations, Clients, or Price Tiers.

Modifying Viewing Options and Schedule

In the Recurring Email list, select the report and click Edit to adjust the viewing options or update the occurrence date and time.

Modifying Report Parameters and Date Range

Select and edit the report, then click Edit Report Parameters to adjust filters such as Buildings, Locations, Clients, or Price Tiers, as well as update the report’s date range.

Related to

• FS
• Facilities Scheduler