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WinePulse: Automatically Receive Reports Via Email with Subscriptions

Automatically receive reports on a daily, weekly or monthly basis

Have specific reports automatically emailed to designated recipients on a daily, weekly, or monthly schedule. This ensures the insights you care about arrive directly in your inbox without any manual effort.

IMPORTANT There are two report subscriptions that are automatically added for your convenience:

  • DTC Daily Overview (every morning)

  • Wine Club Snapshot (weekly on Mondays)

    • Recipients: All Admin Owners

Need to update which email addresses receive these reports? See video below for instructions.

Adding or Editing Existing WinePulse Report Email Subscriptions

 

 

Create a New Email Report Subscription

Creating a New Email Report Subscription

  1. Click the 3-dot icon to the right of the report you want to subscribe to by email.

    Screen Shot 2026-01-15 at 11.23.50 AM-1
  2. In the modal, select Subscribe.

    Screen Shot 2026-01-15 at 11.39.55 AM
  3. Description: Enter a name for your Subscription (this is just visible to you)
  4. Click the Edit Schedule button.

    Screen Shot 2026-01-15 at 11.44.34 AM

  5. Choose the frequency of your email (Daily, Weekly, Monthly) and select days of week/month. 
    1. IMPORTANT! Start time should be set to 5:00AM or later. (Because data is only refreshed overnight, setting an earlier time may result in incomplete data in your report.). 
  6. Click the Apply button.

    Screen Shot 2026-01-20 at 11.25.08 AM

  7. Enter email address(es) and separate with semi-colons.
  8. Update the Subject of the email to have a meaningful name - as this will be seen by recipients of the emailed report.
  9. Click Create Subscription to finish. Your report will be sent at the designated day and time.

    Screen Shot 2026-01-15 at 12.00.15 PM

 

Editing an Existing Email Subscription

Editing an Existing Email Subscription

  1. Click the 3-dot icon to the right of the applicable report. (In this example, it's the Taxes Summary).

    Screen Shot 2026-04-13 at 12.49.46 PM
  2. In the dropdown, choose Manage.

    Screen Shot 2026-04-13 at 12.45.01 PM
  3. In the left-hand navigation, Choose Subscriptions.
    Screen Shot 2026-04-13 at 12.45.31 PM
  4. Click the Edit link beside the applicable subscription. 
    Screen Shot 2026-04-13 at 12.45.43 PM
  5. To edit recipient email addresses, scroll down to the Delivery Options section. 
    (Multiples should be separated by semicolons).
    Screen Shot 2026-04-13 at 1.11.45 PM
  6. Make changes to timing of the report if needed (example: change the day of the week or time of day that you receive the report).
    1. IMPORTANT! Start time should be set to 5:00AM or later. (Because data is only refreshed overnight, setting an earlier time may result in incomplete data in your report.). 
      Screen Shot 2026-04-13 at 1.10.13 PM

  7. Click the Apply button at the bottom of the page.