Can I get reporting dashboards emailed to me on a regular basis?

Can I get reporting dashboards emailed to me on a regular basis?

You can set up dashboards to be emailed using the functionality outlined with either of the options listed below.  



Option 1

You can set up the email dashboard functionality directly from the dashboard you would like to have sent. First, click on the 'Email Dashboard' icon located towards the top left-hand side of the page. 



1.  Select the email address of the recipients. Non-seoClarity users can also receive dashboard reports to their emails (Add unregistered email address)  

2.  Insert a subject line for the email.

3.  Choose the frequency you want to receive the dashboards emailed to you and the date if applicable.

4.  Choose a name for the file.

5.  Click SAVE.


Options for sending the report to an FTP/SFTP are also available upon selection. 


Option 2

The second way to set up the email dashboard functionality for a specific dashboard is through the "Settings" page (Note - only Admins have access to this feature). 



1.  Navigate to the gear icon at the top-right and select 'Settings'.  

2.  Go to the 'Dashboards' sub-tab on the left-hand side.

3.  Select the mail icon next to the dashboard name to set-up the email configurations.


4.  Inputting information on this settings page are similar to the instructions above when setting up emails from the dashboard feature of seoClarity. 


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