How to Email CaliberMind Reports
Emailing reports is one of the most useful features for integrating CaliberMind into your business.
You can email CaliberMind reports to users regardless if they have a CaliberMind login or not, and there is no source data included on reports for privacy reasons.
To send a report:
- Navigate to the report you want to send.
- Make sure you've set the date range, added any filters you want, and selected or deselected any checkboxes.
- Click the ellipsis (three dots) in the top right of the report and then select 'Email'
- Enter the email addresses that should receive the report.
- Edit the subject line, which will be pre-populated with the name of the report. (optional)
- Enter a message. (optional)
- Click Send.
- CaliberMind will generate the report, email the recipient and email you a confirmation.