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.
- 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'.
- Click 'Show advanced options'.
- Enter the Cc and Bcc recipient emails in the inputs, separated by a comma.
- Click 'Done'.
- Click 'Show advanced options'.
- Enter the Subject and Message in the inputs.
- Click 'Done'.
