Have a report emailed every week or month
Save a report and Yahiv emails it to the people you choose every week or every month — for example the treasurer or the board.
- 1
Build and run the report
In Insights → "Report builder", set up the report and press "Run".
Run the report first. - 2
Name it
Under "Save this report", type a "Name", for example "Last month by campaign".
Give it a clear name. - 3
Choose how often
In "Email it" choose "Every week" or "Every month".
Every week or every month. - 4
Who gets it
In "To (emails)" type the email addresses, separated by commas (up to 10). Your own email is filled in.
Up to 10 addresses. - 5
Save
Press "Save". You'll see "Saved — it will be emailed monthly" (or weekly). Saved reports that are emailed show ✉ on their button.
- 6
What arrives
The email shows the report's count, total and the first 50 rows, with a link "Open the full report in Yahiv".
Tips
- Monthly reports go out once at the start of each month; weekly ones every 7 days after the first one.
- The emailed report waits over Shabbos and Yom Tov when the Shabbos guard is on.
- Use a relative date like "Last month" so each email shows fresh numbers.
- To stop the emails, open the saved report, choose "Email it: No" and press Save.
If something isn't working
"Who should get it by email?"
Type at least one valid email address in "To (emails)".
The board member didn't get it.
Check the address on the saved report, and their spam folder. The email comes from your organization's name.