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How do I email event sales reports automatically? - Fri - Aug 5, 2022 - 2:56pm

  • Want to get the event settlement report emailed to you automatically to save you the time from periodically logging in and downloading it?

    1. Head to Events > Event Manager
    2. From the Reports column, click on the clipboard icon
    3. Under "Optionally email this report automatically", choose the frequency of when the email should be delivered: Daily (7 days per week), Sunday (once a week on Sunday), the 1st day of the month, or "None"
    4. For each person you want to receive a copy of the report, enter each email separated by commas. 
    5. If you want to save the emails and generate/download the report before exiting, choose "Update and Generate Report". To simply enroll emails to receive the report without download it, choose "Update Only".  
    6. The emails enrolled to receive the automated reports can be modified at any time to remove emails or add more.

    Each scheduled event settlement report via email is limited to no more than 3 separate email addresses at any one time.

View our video tutorials   How do I remove fees, shipping, refunds, etc. from the Event Settlement Report?   How do I access my customers' email addresses for an event?   How can I see how many tickets were scanned?   How can I improve Guest List Report printing?   How can I get the data from the comment field to display on the Guest List?   How do I get a report for every date with how many people are booked per date/time?   What do tickets that are 'On Hold' mean in the multi-event Sales Report?