Email Scheduler

Advanced Searches can now be scheduled and emailed to you on a regular basis. You can find the Email Scheduler within the Analysis menu. 

Please note: This document will not show you how to run and save an Advanced Search - please see the Advanced Search section for more information.

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Title of the Email This is the subject line of the email that will be sent to you with your search. You can enter whatever you like here.
Message in the Email This is the text that will appear in the email that is sent to you. You can enter whatever you like.
Recurring Schedule Use these fields to schedule when the searches will be sent to you. Choose whether you want to receive them on a daily, weekly, or monthly schedule and select which day(s) you want the reports.
Search Type

Select which type of search you would like to schedule. You can select between:

  • Required Fields Search - If you have a form that contains required fields, you can run a search for completed records or uncompleted records
  • Saved Search - You must have an advanced search saved in order to use this option (to learn how to save a search please see the Advanced Searches and Saved Searches help document or contact support@clevr.ca). Select the title of the search you would like to schedule and each location you would like reports for.*
  • Shared Search - A search must have been shared with you from another user in order to use this feature. Select the title of the search you would like to schedule and each location you would like reports for.*

* Note: All locations is not currently available as an option. If you want searches sent to you from all locations you must set them all up individually with the “Add Search” button. The clevr team is working on adding all locations as an option for the future.

Add Search Use this button if you would like to schedule multiple searches to be sent to you or if you would like to add searches for multiple locations. There is a maximum limit of 3 searches allowed.
Save Email Click this to save the scheduled search email. Your first search will be sent to the following week.