Scheduled Saved Search Sending Separate Emails

I have scheduled a saved search to send us a saved search report every morning regarding transactions that meet a certain criteria. “Send as Microsoft Excel” is checked, but we are getting separate HTML emails for every transaction that meets the criteria.

Does anyone have any idea why it’s sending it? It’s like we’re suddenly subscribed to every record.

Rookie Asked on September 11, 2020 in Saved Searches.
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1 Answer(s)

Have you checked the “SUMMARIZE SCHEDULED EMAILS”?

Beginner Answered on September 11, 2020.

Ahhh. So if I check that box, it should summarize all records into one excel report?

on September 11, 2020.

Yes, that’s correct. Note the field help for that checkbox:

RE: Scheduled Saved Search Sending Separate Emails


on September 18, 2020.
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