This article explains how to share Custom Sales Reports and Custom Patron Reports with other users and how to schedule automatic email delivery of Custom Sales and Custom Patron reports.
You can use these tools to give team members access to saved reports or automatically send custom reports to specific users.
These features only work for:
- Custom Sales Reports
- Custom Patron Reports
Sharing a Custom Report
NOTE: Only Standard Users can share reports. Event Managers do not have access to share custom reports.
Scheduling a Report Email
NOTE: Emailed reports can be sent to Standard Users and Event Managers
What the Recipient Sees
The email includes:
- Your custom message
- A link to view the report
If they are:
- Already logged in → The report opens automatically when they click the link
- Not logged in → They’ll be prompted to sign in when they click the link
Delivery Times
Emailed reports are released on a scheduler script that fires every 10 minutes. Depending on the volume of systems-scheduled / emails scheduled - delivery times can vary.
