Sales & money
Email reports automatically
Get a weekly summary email, or email a shared dashboard every week.
Before you start
- For dashboards: share one with the team first (Reports → Customise).
The steps at a glance
Step 1 of 3
Tap Settings in the menu, then tap Reports in the "Jump to a section" row (or scroll down to the Reports box).
Under Weekly summary email, pick the Day, Time and Who gets it. Tap Send me a test.
Under Email a dashboard, choose a Dashboard and tap Save.
✅ How do I know it worked?
- The test email arrives within a few minutes.
⚠️ Common mistakes
ProblemNobody picked.FixIf nobody is picked, the owner gets it.