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In Universal Analytics, click KPIs.
The KPI dashboard appears.
On the left-hand side, click on a dashboard you have created.
In the top-right corner, click the ellipsis (…).
From the menu, click Schedule emailing.
The Scheduled exports popup appears.
Click + Add schedule.
In the To field, search specify which users will receive the scheduled email.
You can:Search for and enter the names of users
with access to Universal Analytics:
(By default, your name is selected in this field. If you do not wish to receive the email, remove your name
)
Enter the email address of an external user without Universal Analytics credentials:
In the Subject field, enter a subject. By default, this field contains the name of the selected dashboard, however, you can enter custom text if desired.
In the Message field, you can replace the default message with a custom one explaining the attached insights.
In the Attachments section, select the insights from the dashboard you would like to attach to the email.
You can:
Include a PDF of the entire dashboard, including all the metrics within it (This is selected by default):
Select one or more specific insights from the selected dashboard, by selecting the corresponding checkboxes next to each insight:
In the First occurrence section, select the date and time the first email will be sent. Once this has been saved, the email will be sent on a regular basis until the scheduled email is deleted.
In the Repeats section, select how often this email will be sent to recipients. Scheduled emails can be sent on a daily, weekly or monthly basis, as well as at a custom interval.
Click Schedule.
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