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Avalara Help Center

Email a report on a schedule

This article applies to:Avalara CertCapture

If you have reports or saved searches that you check regularly, schedule a report and have the results emailed to yourself on a recurring basis.

Steps

  1. Create your report or search. On the results page, select Email Report.

    CertCapture6_EmailReport4.png
  2. Select the days of the week you want to receive a new copy of your report.
  3. Optional: Select Customize Data Fields to select the columns that you want included in the report. If you don't do this, all columns are included.
  4. Name your report. This name is added to the file you'll receive via email.
  5. Select Add Report.
    CertCapture6_EmailReport2.png

After you receive the success message, CertCapture emails the report to your default email address on the days you specified. Edit the details of recurring reports, or delete reports you no longer need.

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