In this episode, Sasa walks through how to create and customise email reports in the Zoined platform.
You’ll learn how to:
• Create and edit email reports
• Add sections and attachments
• Duplicate and customise existing email reports
How to Create and Customize Email Reports in Zoined
Email Reports allow you to automatically deliver important business insights directly to your inbox. You can schedule reports, customize their content, filter the data, and even attach Excel or PDF reports for recipients.
In this guide, you'll learn how to duplicate an existing email report, customize it, and preview the final result before publishing.
Step 1: Open Email Reports
From the left navigation menu, go to Settings → Analytics Post Definitions.
Here you'll find:
A list of all email reports you have access to, including each report's Title, Description, Type, and Frequency.
Search for a report.
Deliver all reports with the selected frequency as a quick way to send reports manually.
Create a new email report from scratch or from a predefined template.
For each report, a set of actions can be performed, including:
Deliver: Send the selected email report or alert immediately.
Edit: Modify the email report configuration.
Duplicate: Create a copy of the email report. If you want to create a report similar to an existing one, duplicating it is usually much easier than starting from scratch.
Delete: Remove the email report.
Step 2: Create/Edit/Duplicate Email Report
Only Administrators and Team Administrators can create or modify email reports.
All three actions, Create, Edit, and Duplicate, open the Email Report configuration page, where you can configure:
Basic settings: Title, type, description, frequency, and sending time.
Visibility: Configure who will receive the email report.
Global filters: Configure filters that apply to every section in the email report.
Sections: Design your email report by adding the content you want.
Step 2.1: Configure basic settings:
You can configure:
Title (required): The name of your email report. You can also configure the report name in multiple languages by clicking the pencil icon next to the Title field.
Type: Choose either Scheduled email or Alert. Scheduled emails are the most commonly used option.
Description: An optional field where you can add additional information about the email report.
Frequency (required): Select how often the report should be sent:
Daily
Weekly
Monthly
Quarterly
Yearly
For each Frequency option, the available scheduling settings differ.
Daily
Set the sending time (12:00 AM–11:45 PM in 15-minute intervals).
Choose whether to send the report only when new data is available or always, even if the data has not changed.
Select one or multiple weekdays to exclude from delivery if you don't want the report sent every day.
Weekly
Select the day of the week (Monday–Sunday).
Set the sending time.
Monthly
Select the day of the month (1–31).
Set the sending time.
Quarterly
Select the quarter (1–3).
Select the day of the month.
Set the sending time.
Yearly
Select the month (January–December).
Select the day of the month.
Set the sending time.
Step 2.2: Configure Visibility
Here you can configure who will receive the email report.
Team members: Select the team that should receive the email report. You can subscribe either all users in the team or only selected users. You can also add certain member into a team so that new user can also see the report.
All company users: Send the email report to every user in your company.
Partner customers: Send the email report to partner customers. You can choose between:
All customers
Standard customers
Limited customers
You also have the option to:
Automatically subscribe new users
Include attachments in the email
As an administrator, you can configure email report visibility at the user level by navigating to Settings → Users, find and selecting the user, clicking Edit (pencil icon), and then adding the desired email reports under Analytics Post Subscriptions by clicking the + button and selecting the reports you want the user to receive.
You can also manage Analytics Post Subscriptions, which provides an overview of all users and the email reports they are subscribed to. When a user subscribes to an email report, they will receive it according to its configured schedule and settings. From this page, you can manage subscriptions by unsubscribing users or sending them the latest email report immediately.
Step 2.3: Configure Global filters
Global Filters apply to every section in the email report.
These filters allow you to include or exclude data based on dimensions such as Time, Organization, Product, and many others.
Global Filters use the same filtering logic as reports and dashboards. If you're unfamiliar with filters, see our Learning to Use Filters guide for a more detailed explanation.
There is also an additional option called "Send newsletter using user's default parameter(s)", which applies filters dynamically based on each user's configured Default Parameters. Default Parameters can include any supported grouping, such as Day of Week, Time of Day, Store, Product Name, Payment Type, and many others.
This feature is particularly useful when the same email report should be personalized for multiple users. For example, if you want each store manager to receive a report containing only their own store's data, enable this option and select Store as the parameter. The report will then automatically apply the Store value defined in each user's Default Parameters under User Settings, ensuring every recipient receives a personalized version of the same report template.
Step 2.4: Adding email sections
Zoined offers several section types that you can add to your email report:
Metric summary: This section gives the overview of the chosen metrics trends for the time period against comparisons.
Metric comparison: Select metric and comparison criteria, such as previous year corresponding period.
Top section: Select metric and perspective and show chosen amount of top values.
Metric trend: Select metric and perspective and show biggest increase and decrease items.
Time series: Select metric and show it's change over the selected time period.
Report attachments as Excel: Select a company (shared) report to be emailed as an Excel attachment.
Report attachments as PDF: Select a company (shared) report to be emailed as a PDF attachment.
Moreover, with the PRO plan, you also have access to ZED, our AI analytics assistant:
ZED Insights: ZED analyses the main key factors that explain the change in sales trends for the selected time period.
ZED Recommendations: ZED can recommend actions to improve business performance for the selected business domains.
Step 7: Preview Your Email Report
Before saving, open the Preview to verify your changes.
Previewing ensures everything appears exactly as intended before recipients receive the report.
Step 8: Save Your Email Report
Once you're satisfied with the configuration, click Save.
Your customized email report is now ready and will be automatically delivered according to the configured schedule.
Recipients will receive the latest data every time the report runs.
Tips
Duplicate existing reports instead of modifying production reports.
Use Global Filters for organization-wide filtering.
Use Section Filters when only one section requires different data.
Include Excel or PDF attachments for detailed analysis.
Always preview the report before saving to verify the layout and data.