In the Futrli Overview section, there’s a tab that provides an overview of your current business performance.
When you click the Email insights icon, you can set up to receive this insight via email.
Log in to a Futrli organisation.
Click into the Overview section.
Click into the Performance tab.
Click Email insights.
Select the frequency of the email: Daily, Weekly or Monthly.
Select a Start date for the email.
By default it will send the email every 1 day/week/month. You can change this to send it every 2 weeks, for example.
If you set a weekly recurrence, select the actual day of the week.
If set to monthly, select which day of the month you want to send the email. It can be the last day, or a specific date.
Set an End date. You can choose to:
Set no end date so it sends indefinitely
Set it to end after a specific number of occurrences
Set it to end on a specific date
📌 TIP: Click Preview email to see what the email will look like. Click the cross in the top right to return to the setup window.
Click Save.
📌 TIP: To stop receiving the email, follow the same steps as above, but when choosing a frequency, select the opt-out options.
Opt out of this insight email
Opt out of insights emails - all