Articles on: Reports

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

Setting up email report

Once done, you will receive a report email similar to this:

Email report

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

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