Heap allows you to schedule daily, weekly, and monthly emails to yourself and others based on existing reports you’ve saved.
By default, daily emails are sent at 8 AM in whichever time zone you’ve set, and show data from a midnight to midnight time frame. Weekly emails are sent at the same time on Mondays. Monthly emails are sent at the same time on the first Monday of the month.
Setting Up Email Reports
After you’ve selected a time zone in your account settings, either open up an existing report, or create a new one by clicking Save Report on any query you’ve run. From this page, click the ellipses in the top-right, then click Schedule Email Reports in the drop-down.
You can configure the email frequency (Never, Daily, Weekly, or Monthly) under Frequency and add email addresses of intended recipients under Recipients.
Email reports currently send data only from the Production environment in each Project. This is important to remember if you are reporting from an environment other than the Production environment.
What types of data do I get in my email report?
Email reports are designed to be complementary to the data you see in Heap, rather than a direct copy. Note the following about how data in email reports are set:
- The frequency you set controls how often you get the email.
- The granularity affects how and what data is shown in the email.
- If you set a compare to operator in the report, then the data will look the same as if you ran the query in Heap at the time that the report was sent.
Daily reports that go farther back than the past 30 days will be truncated to the last 30 days. Hourly reports that go farther back than the past 7 days will be truncated to the last 7 days.
To ensure best results, you should match the frequency to the granularity.
Feel free to reach out to firstname.lastname@example.org if you have any questions!