How to email a saved report on a schedule
Web
Updated Aug 2026
A report you check often can arrive on its own. When you save a report in the report builder, you can set it to be emailed on a schedule — daily, weekly or monthly — to you and your team, as a CSV attachment.
Step by step
- Build and save a reportCreate the report you want in the report builder.
- Set a scheduleWhen saving, choose a frequency — daily, weekly or monthly — and enter the recipient email addresses.
- Receive it automaticallyRushFlow runs the report on that cadence and emails the CSV to the recipients — no need to open the system.
Good candidates to schedule
- A daily sales summary to the owner
- A weekly receivables or dead-stock list to a manager
- A monthly expense breakdown to accounts
Where to find it
Web: the report builder’s save panel has the schedule option (frequency + recipients).
The report uses your business’s email settings to send.
Frequently asked questions
Can RushFlow email a report to me automatically?
Yes. Save a report in the report builder and set a daily, weekly or monthly schedule with recipient emails — it’s sent as a CSV automatically.
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