Schedule email report

You can send a copy of a report to yourself and your stakeholders on a regular basis by setting an email delivery schedule.

To use this feature, you will need to upgrade your Charts & Reports workspace.

• Click 'Schedule email' in the top menu.

• The first time you set up an email report, you'll need to authorize the extension to read your Airtable data when you are not using the extension. Click 'Authorize' on the dialog.

• A new tab will open. Click 'Add a base', then select 'All current and future bases...' or just the bases you will use the extension in.

• Click 'Authorize'.

• Back in the Charts & Reports extension, add all the email recipients, separated by a comma.

• Select the schedule you want to use for the email report.

• Click 'Done'.

Add Cc & Bcc Recipients to Scheduled Email Report

• Click 'Show advanced options'.

• Enter the Cc and Bcc recipient emails in the inputs, separated by a comma.

• Click 'Done'.

Add Custom Subject and Message to Scheduled Email Report

• Click 'Show advanced options'.

• Enter the Subject and Message in the inputs.

• Click 'Done'.