Help Center - Configure Destination

Configure Destination (File Export & Email)

Define where the generated report should be saved and whether it should be sent by email.

• Go to the [Destinations] tab
• Click [Add] or [Modify]

File Export

• Click [Select Folder] and select the destination folder
• Specify the export filename without the file extension
• Select the file formats you want to export to (PDF, Excel, CSV, Word, etc.).
• Optional: Configure advanced export settings for Excel or CSV
• Select [Send Email with Attachments] to enable email sending.
• Click [OK] to save

Email Settings

• Go to the [Email] tab
• Enter the sender [From] and recipient(s) [To] [Cc] [Bcc]
• Enter a subject and email body.
  You can use HTML email body (Recommended)
  You can use the dynamic text feature in the email subject line and email body. (Recommended)