Quick Answer: Automatic Email Reports

Automatic Email Reports lets Pro and Enterprise organizations schedule available report summaries for delivery on a recurring cadence. Scheduled reports are separate from immediate alerts and notifications.

Schedule a Report

Choose from the report schedules and recipients available to your organization, then review the report content and delivery settings before saving. Available report types, recipients, and attachments can vary by report and organization configuration.

Immediate Alerts

Immediate donation alerts are a separate notification feature, not a scheduled-report cadence. Configure or review them through the relevant notification settings when that feature is available to your organization.

Good to Know

Scheduled delivery does not replace the underlying report review process. Use Reports Overview for report context and Donor Reports when a recipient needs donor-level detail.

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Questions? Email us at hellogetalignmint.org