Schedules and alerts

Email reports and dashboards on a schedule, and get told when a number crosses a line.

Scheduled emails

On Standard and up, a report or dashboard can be emailed on a schedule.

1. Open it and choose Schedule.
2. Choose how often: every day, a day of the week, or a day of the month, at an hour in your business's time zone.
3. Choose the format: PDF, Excel or CSV.
4. Add people of your business and any other email addresses, up to 25.
5. Add a subject and a short message if you want.

The email goes from Ellibo's mail service with your business's name, and replies come back to you. Each recipient gets the figures as the person who made the schedule sees them.

Standard has up to 10 schedules, Professional up to 50, and Business has no limit.

Alerts

On Professional and up, an alert watches one value of a report and tells people when:

• it goes above or below a number,
• it rises or falls by more than a percent since the last check, or
• it is unusual compared with its recent history.

Choose how often it checks: every hour, every day or every week. People of your business get a notification and an email, other addresses get an email, and you can also send it to a web address (webhook). An alert tells you once when the condition starts, not again at every check while it lasts.

Professional has up to 25 alerts, and Business has no limit.

On a smaller plan

Schedules and alerts beyond your plan pause, oldest kept first. If your plan has no schedules or alerts, they all pause. Nothing is deleted, and they start again when you upgrade.