PetPoint Adopter Report Automatic Emails

Follow the instructions below to set up automatic emails in PetPoint.

1. The report to run is from the Petpoint Reports website. It is under the Person section, Person: By Operation Extended.
    
2. In order to schedule the report, you go to Reports: Scheduled Reports and click the green plus sign at the top, Fill in the red boxes with the Name, time you want the report to run, you want it to recur, who to send it to, my subject includes organization's name, and my export type is Excel.  You can set up to run every morning with adopters from the previous day. You will schedule it to send to [e-mail] plus an email address at your organization.
    
3. Then click the green search field, this will take you to the report website, select the report from Person, Person:Person By Operation Extended.
    
4. The filters to use are as follows:
   • Operation from date= "Yesterday"
   • Operation to date- "Yesterday"
   • Operation type= "adoption"
   • Keep all other filters the same
      
5. Hit Submit
    
6. That should take you back to the schedule report screen and you can hit save, the report should then be scheduled.