Email a Custom Report

You can send a custom report via email by following the steps below:

1. From the left navigation menu, select [Engage] → Reports → More Reports.

2. Select Category and filter for Built [Unchecked box].

3. Find and select your custom report.

   • If you pinned the report, select Reports → Custom → your custom report.

4. In the top-right corner, select [Share].

5. Select what Format the report should be sent in.

6. In the Send To field, enter the report recipient's Email Address.

7. Write a Subject and Message for the email.

8. Select Send.