Choose what management summaries are sent and review whether they were delivered.
Scheduled Email Reports lets authorized managers configure report recipients and daily, weekly or monthly settings, send or test supported reports, and review delivery history. The Web application stores the schedule and can perform manual actions; recurring automatic delivery is run by the Desktop scheduler.
Separate the settings configured in Web from the Desktop service that performs recurring scheduled delivery.
Maintain supported email configuration, including recipient, report schedule settings, charts and recommendation options. Secret credentials are not returned in the settings response.
Enable and configure supported daily, weekly and monthly report schedules; the stored preference is consumed by the Desktop scheduler.
Use the available test and send actions to verify the configured connection or request a daily, weekly or monthly report immediately.
Inspect the supported email report history to see recorded report type, time and outcome.
The Web interface configures and tests reporting; the Desktop scheduler executes recurring reports.
Set the recipient and supported report options
Choose daily, weekly or monthly preferences
Test or manually send to verify configuration
Review delivery history; Desktop handles recurring execution
Review the report recipient and sender settings.
Inspect the delivery history and its recorded outcome.
No. Recurring automatic delivery is owned by the Desktop scheduler.
Managers and administrators can configure email reporting, send or test supported reports, and review delivery history in Web. The Desktop scheduler performs recurring automatic delivery; the Web app does not run that schedule.
Email report settings, test/send actions and history are manager/admin-only. Sender credentials are treated as secrets and are not exposed in read responses. Actual recurring delivery depends on the configured Desktop scheduler.
Email-report configuration is listed from Pro-Plus upward. The Web settings and manual actions require an active Ultra license; recurring delivery remains a Desktop operation.