A memorized report is a saved report you can reference or have emailed to you on a recurring basis. 

Start by selecting the Exporter in the Reports dropdown in the top menu.

Select which report type you wish to format a Memorized Report for. For this example I'm going to select Registrant Data (but choose whatever one you wish).

Use the exporter to format the report to your preference, then select Memorize This Report. 

Name your report and even opt to have it auto-scheduled. 

Select a specific date or recurring frequency.

Enter the email (or emails, separated by a comma) you'd like the report to send to and select if you'd like to only send new records. 

If left disabled, the system will send the full report each time.

Save your changes. The report will be saved at the top of the exporter for easy reference. 

Note: The email will contain a link to download the report. The link will expire after 72 hours.

FAQs

How do I delete a memorized report I no longer need?  

You can select the trash can icon to delete a report or the pencil icon to edit it.

Why didn't I receive my memorized report? 

Don't worry! Double check the following things... 

  • Confirm the email is correct and that it didn't land in your junk/spam box
  • Don't leave any spaces before or after multiple emails on the list
  • Make sure the report is sending data for an active page, especially if the option for only new records is selected
  • If the report was edited within 8 hours of the time it sends, it will skip the first time. This is because reports are sent in batches. But no worries! It will send the next round. 

 

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