Instead of opening the dashboard every day, you can have regplus email your reports to you on a schedule. Open Insight → Schedule Report and click Schedule New.
Set up a scheduled report
- Select Report — choose which report you want sent (for example your financial or attendee report).
- Schedule — pick Daily to receive it every day, or Custom to set your own pattern.
- Repetition — choose how often it should repeat.
- Date and Time — set when the report should start going out and at what time of day.
- Recipient Details — add the email addresses it should go To, and anyone to CC. Separate multiple addresses with a comma.
- Click Schedule Now.
From then on, the report lands in those inboxes automatically at the interval you set, with no need to log in.
Add your finance or leadership team to the CC field so they get the numbers directly, without needing backend access.