After pulling a LuxeAnalytics report - instructions outlined here, you can choose to schedule the report to be sent to your client(s) or yourself at regular intervals.
To schedule a report after generating, navigate to the three dots icon above the report and select 'Schedule'.
From there, you can enter the email address(es) you want the report to be sent to, being sure to hit ‘Add’ so the system will catch the email. If you would like the report to be sent to multiple people, you can also enter multiple emails, selecting ‘Add’ for each one.
Enter the time interval for sending the report – how often and what time of day – and the next send date.
Finally, you can customize a Message, Preview the report and Save. The report will be sent at your selected intervals from your designated Next Send Date.
From the top navigation of LuxeAnalytics, you can view and edit Your Reports and your Scheduled Reports.
For more information you can view the LuxeAnalytics Overview Video, and if you still have questions you can contact us at support@luxuryportfolio.com