How to Set Up and Customize Email Reports
How to set up email an report for your account
Go to Report Settings > Email report
Enter your email and click Add, TrueProfit will send a confirmation email to this address, make sure you confirm the address before moving on.
Choose the frequency you prefer > Save
Once done, you will receive a report email similar to this:
How to create custom email reports
In the Customize Report Settings, you can create unlimited custom reports with all metrics that are available in the Profit Dashboard.
Go to Report Settings > Customize Report > Create Report
Enter a name, add the recipients, and choose the generate frequency, then click Next
Choose the metrics you want to include in your report. In the review section, you can edit the email title and content, plus arrange the position of the chosen metrics by hovering over them and dragging them.
Preview your report before saving
All's done! You will receive a custom email report with the frequency you choose.
Updated on: 29/09/2023