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.
PLEASE READ if your WinePulse instance is NEWLY DEPLOYED
If your C7 WinePulse instance is newly deployed, there are two email report subscriptions that have already been set up for you: DTC Daily Overview (every morning) and Wine Club Snapshot (weekly on Mondays).
To activate them, you will need to add your desired recipient email address(es) for each of the subscriptions.
Adding or Editing Existing WinePulse Report Email Report Subscriptions
Newly Deployed WinePulse Instance: Adding email address(es) to the DTC Daily Overview report email subscription
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In the WinePulse main page, choose the 01-DTC Overview folder.
- Click the 3-dot icon to the right of the 01-DTC Daily Overview report.
- In the modal, choose Manage.
- In the left-hand navigation, Choose Subscriptions.
- Select the Edit box beside the DTC Overview report.
- Click the Edit link beside the DTC Overview report.
- Scroll down to the Delivery Options section.
- Enter destination email address(es) separated by semicolons (;).
- !!DO NOT TOUCH ANYTHING ELSE ON THIS PAGE!!
- Click the Apply button at the bottom of the page.
Newly Deployed WinePulse Instance: Adding email address(es) to the Weekly Wine Club Snapshot email subscription
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In the WinePulse main page, choose the 03-Wine Club folder.
- Click the 3-dot icon to the right of the 03-Wine Club Snapshot report.
- In the modal, choose Manage.
- In the left-hand navigation, Choose Subscriptions.
- Select the Edit box beside the Wine Club Snapshot report subscription.
- Click Edit beside the Wine Club Snapshot report subscription.
- Scroll down to the Delivery Options section.
- Enter destination email address(es) separated by semicolons (;).
- !!DO NOT TOUCH ANYTHING ELSE ON THIS PAGE!!
- Click the Apply button at the bottom of the page.
- That's it! You will now receive these two reports via email.
Create a New Email Report Subscription
- Click the 3-dot icon to the right of the report you want to subscribe to by email.
- In the modal, select Subscribe.
- Description: Enter a name for your Subscription (this is just visible to you)
- Click the Edit Schedule button.
- Choose the frequency of your email (Daily, Weekly, Monthly) and select days of week/month.
- 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.).
- Click the Apply button.
- Enter email address(es) and separate with semi-colons.
- Update the Subject of the email to have a meaningful name - as this will be seen by recipients of the emailed report.
- Click Create Subscription to finish. Your report will be sent at the designated day and time.
Editing Email Report Subscriptions
- In the Tool Bar on the top right, select the gear icon.
- Select My Subscriptions.
- Click on Edit, then you can change the frequency, timing, etc. for all of your automatic Report Subscriptions. Ensure you change the time the email is sent to be 6am or later. This will ensure that all data has been downloaded before the report is generated each morning.
- Note that you can select a report by checking the left hand box and you have options to Run it Now, Disable, Enable, Delete.
