Automating Email Reports

Automated / Emailed Reports

Every Avero report can be set for scheduled automatic delivery to email inboxes.  Reports can be sent to multiple users or teams with access to that business.

It is important to keep the following in mind:

• Reports can be sent in PDF, Excel, or HTML format. Use PDF for easy printing, Excel for crunching those numbers or HTML to easily read on your Mobile phone. 
• Reports can be sent for immediate delivery when choosing the Just Once option.
• Reports can be sent on a recurring daily, weekly or monthly basis - please make sure to select a dynamic date range, such as yesterday, WTD, MTD, etc., when running your report. 

In this article, the following topics will be discussed:

• Scheduling an Automated Report
• Editing an Automated Report
• Deleting an Automated Report
• Help! I'm getting unwanted emails!

Want us to walk you through it? Try our pop-up walkthrough guide to automating your reports. This feature is available to any user, log in to Avero on another tab in your browser and click this link:

Launch Automate Reports Guide

Scheduling an Automated Report

In order to schedule a report, complete the following steps:

1. Click on the Envelope Icon in the top right-hand corner of the desired report.
2. Choose Daily, Weekly, or Monthly, depending on your preference.
3. Select the time you would like to have the report sent out.  We recommend between 8-10 AM to make ensure all your data is loaded.
4. Select the end date of when you would want the last daily report sent.
5. Type of the name & description of the report - these are both required.
6. Select a folder you would like to have it saved in - usually, it is an Existing Folder, such as My Reports.
7. Select the users and/or team(s) you want to receive the report.  You may also add a message. 
8. Choose the format for the report: Excel, PDF or HTML.
9. Click Save

 

Editing the recipients or format of an emailed report

Users cannot remove themselves from receipt of an automated email report, the creator must remove them if they no longer want to receive the report. 

To edit an automatic report, complete the following steps:

1. Click on Saved Reports at the top right of your screen
2. Select the folder you saved the report in.  Usually, this is under My Reports.
3. Click the Envelope Icon to make edits to the report, such as adding a user or team as a recipient, adjusting the distribution list, or changing the format it sends in.

Editing the businesses or filters of an emailed report

Once saved, the businesses and filters selected are fixed.

To make updates or changes to these:

1. Click the title of the report to run it with the current businesses and filters selected.
2. Add or remove the businesses and filters you want to change and hit Go.
3. The new report with the new selections can now be added to saved reports or set to send
4. Delete the old report by going to Saved Reports and selecting the trash can icon on the saved report card. 

Ending/deleting an automated email report

Automated reports are given an End Date when they are created (the default is one year). Automated reports will automatically end when this date is reached unless they are edited to extend the end date. 

To Edit:

1. Click on Saved Reports at the top right of your screen
2. Select the folder you saved the report in.  Usually, this is under My Reports.
3. Click the Envelope Icon to make edits to the report, such as adding a user or changing the format.

To Delete:

1. Click on Saved Reports at the top right of your screen and Select the folder you saved the report in.  Usually, this is under My Reports.
2. Click the Trash Icon to delete the report entirely, and stop sending to all users on the distribution list. 
3. To stop sending to some but not all recipients use the Edit function listed above. Do not delete the report or you will lose it entirely. 

 Help! I'm receiving unwanted Avero emailed reports!

Reach out to the creator of the report, listed in the email, and ask them to remove you. You cannot remove yourself from an automated report. The creator can remove you as a recipient or delete the report entirely. 

Our scheduled email stopped sending - how can I fix it?

There are two common causes of an established scheduled report that suddenly stops sending. A scheduled email can be delayed if the data load is delayed, so first verify if you have data in Avero for that day by running a sales report. 

First - Check Email Setup

If you are the creator of the email, go to your Saved Reports in Avero and open the scheduled email report. When reports are first set up, the creator sets how long this report should send and an expiration date is applied. If your expiration date has passed the email stops sending. Simply enter a new expiration date and Save. Your email will return to sending as normal. 

Second - Is the creator of the report still with the business?

To find out who is the creator of the report, scroll to the bottom of a recently received emailed report, the creator is listed in the footer, under Avero's address. 

When you Remove Business Access from a user, it will also remove them from emailed reports distribution lists and disable any automated reports they have set up. If this is the case, set the report up again under a current user.