Dashboard > Receive Summary Email

Set up automated email summaries

Summary emails deliver a snapshot of your dashboard at the scheduled time. You can choose who receives it, how often it's sent, and when.

How to configure Summary Emails?

  1. Open Dashboard Settings

    • From the dashboard, click the settings icon (⚙️) in the top-right corner to open the Dashboard Settings panel.

  2. Enable Summary Emails

    • Toggle the switch to enable Receive Summary Email.

  3. Add Recipient Emails

    • Enter one or more email addresses in the Emails field.
    • You can search for existing users or add new ones.

  4. Set Notification Interval and Time

    • Choose how frequently you want to receive the summary (e.g., Daily, Weekly).
    • Select the delivery time (e.g., 09:00 AM).

      Note: Weekly summaries are sent on Mondays.

  5. Click Update

    • Save the changes by clicking the Update button.