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  1. In Universal Analytics, click KPIs.

    The KPI dashboard appears.

  2. On the left-hand side, click on a dashboard you have created.

  3. In the top-right corner, click the ellipsis ().

  4. From the menu, click Schedule emailing.

    The Scheduled exports popup appears.

  5. Click + Add schedule.

  6. In the To field, search specify which users will receive the scheduled email.
    You can:

    • Search for and enter the names of users

    in your organisation that will receive the scheduled email.
    • 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

    .
    • )

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    • Enter the email address of an external user without Universal Analytics credentials:

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  7. 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.

  8. In the Message field, you can replace the default message with a custom one explaining the attached insights.

  9. 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:

  10. 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.

  11. 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.

  12. Click Schedule.

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