Set-up automated daily and weekly reports
REQUIRED ACCESS
Admin
DIFFICULTY
Basic
ESTIMATED TIME
2 minutes
APPLIES TO MODULES
Dashboard, Email
PREREQUISITES
• You are logged in to the VisitUs dashboard.
SUMMARY
Schedule automated email reports to receive a summary of visitor activity on a daily or weekly basis.
STEPS
1. Go to Reporting in the sidebar.
2. Click on Automated Reports.
3. Choose the report frequency you wish to configure:
– Daily: Select to receive reports every day or on specific days (e.g., Mon-Fri).
– Weekly: Select to receive a report once a week on a specific day.
4. Toggle the Enable switch to On.
5. Set the Send Time (e.g., 5:00 PM).
6. For Daily reports, select the specific days of the week you want the report sent.
7. Enter the Email Address(es) of the recipients.
8. Click Save.
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