RapidStats allows members to easily share the reports they create via email. You can send reports immediately or set a custom delivery schedule for automatic emails.
By scheduling reports, you can receive data on a set frequency without needing to send it manually each time. This flexibility ensures you get the information you need, exactly when you need it.
This feature also enables you to effortlessly send your clients up-to-date, easy-to-read statistics for their preferred locations, making it a great way to keep them informed.
Schedule a Report
You will first need to create a report with your desired search criteria. Make sure you click Save To My Reports when you finish creating your report.
Once you save the report, it will appear in the My Reports section. Click on My Reports in the left menu, and you will see a list of your saved reports. Find your desired report and click Send/Schedule.
Before scheduling your report, you’ll need to provide a few details. First, enter a name for the report. Then, choose whether to send it immediately or schedule its delivery. To schedule, click Schedule for Later and select your preferred delivery schedule. You’ll also have the option to include a cover page and a definitions page if desired.
Next, you can add your recipients. If you’ve never sent a report to yourself or your client, simply fill out the required information in the Add New Recipient box. If you’ve previously emailed recipients, you can use RapidStats’ Search Contact Library to quickly find and select them.
You also can add a personalized message. This step is optional but can be beneficial if you are sending a report to a client. Once you are done writing a message, click Complete: Schedule Report Now.