Plan: Essential, Premium, Enterprise | Platform: All platforms
Overview
Returns Analytics Email Reports let you subscribe to any Returns Analytics dashboard or report by email, so the data is delivered to you automatically instead of you having to open the admin and export it by hand.
With this feature, you can:
Get analytics data automatically, with no manual download and needing anybody to remember to retrieve the report.
Share Returns performance metrics, such as retained revenue, refunds, and return rate, with internal team members and external recipients on regular intervals.
Email a snapshot with a link to the dashboard/report, or attach the full data as a CSV or PDF. Send it once, or set up a recurring schedule — daily, weekly, or monthly.
Email a dashboard or report
Go to Returns > Analytics and open the dashboard or report that you want to email, for example, Overview.
Filter the data if needed, then save it as a new view.
The new view's name appears in the top-right corner, showing only the data filtered for that view.
Click the view name to switch between your other saved views.
Click Email dashboard in the top-right corner.
Select Email this dashboard.
Send a one-time email
Under Recurrence, select Send now.
Configure the email details:
Field | What to enter |
Subject | The email subject line that recipients see in their inbox |
Message (optional) | The email body text |
Recipients | The users you want to send the email to |
Filters | The filters applied to the dashboard/report |
Additional options (optional) | Attach the data as CSV or PDF |
3. Once done, click Send email.
You can also click Send test to send a test email and check the accuracy before sending it to your recipients.
Schedule a recurring email
Under Recurrence, select Schedule recurring.
Enter a suitable name for the recurring email under Recurring email name. This is an internal nickname used to manage the subscription and isn't shown in the email.
Configure the email details:
Field | What to enter |
Subject | The email subject line that recipients see |
Message (optional) | The email body text |
Recipients |
|
Frequency | Daily, Weekly, Monthly (specific date like 11th of every month), or Monthly (specific day of the week like 1st Monday of every month) |
Select a day | For Weekly or Monthly frequency, pick the day(s) or date(s) to send the email |
Time of day (GMT+X:00) | The time at which the email is sent |
Filters | The filters applied to the dashboard/report |
Additional options (optional) | Attach the data as CSV or PDF |
Send email even if there is no data | Enable this option if you still want to receive the email when the dashboard/report has no results |
4. Once done, click Schedule email.
You can set up to 10 email subscriptions per dashboard/report.
Edit or manage recurring emails
Only the owner, admin, and managers can create or make changes to scheduled email settings.
Go to Returns > Analytics and open the dashboard/report.
Click Email dashboard in the top-right corner, then select Manage recurring emails.
From the drop-down menu, do one of the following:
Click Edit to modify the content in the right panel according to your requirements.
Click Delete to permanently stop the recurring emails.
Click Deactivate to pause the schedule; you can reactivate it whenever needed.
Limitations
The emailed snapshot can't show all the data when a report is too wide. If a report table has more than 3 columns, the snapshot image in the email is cut off, and columns beyond the third don't render. To get the complete data, use the CSV or PDF attachment under Additional options instead of relying on the snapshot image.
Key takeaways
Analytics Email Reports let you automatically email Returns Analytics dashboards and reports at set intervals: daily, weekly, or monthly.
You can send a report instantly with Send now, or schedule it to be sent automatically with Schedule recurring.
You can send emails to internal members, external recipients, or both.
Only owners, admins, and managers can create, edit, deactivate, or delete scheduled email settings.
Up to 10 email subscriptions are allowed per dashboard/report.
Need help?
For any further assistance, feel free to reach out to our support team.