Need that spreadsheet pulled every day from a report in OpenTrack? Automate it. Get the latest report sent to your inbox in spreadsheet form daily, weekly, or monthly. Here's how.

Go to Explore and set your filters and columns just the way you want them. Here's the full guide on how to do that.

Save your report.

Or follow someone else's report.

Once you do, you'll see the email button.

Click the email button.

⚠️ Please note: Only reports you've saved or followed allow you to set up email notifications.

Toggle emails on, and toggle "Attach spreadsheet of report to email" on.

Click Preview to have a version of this email sent to your inbox right now. You'll see that there is a spreadsheet of this report attached to the email.

Click Done to save your email settings.

Every time the email sends, it will export a new version of that spreadsheet. So yes, your data will be fresh each time you receive the email! ✨

Have questions or need help? Contact us at support@opentrack.co or click the Intercom button in the bottom left of your app.