---
title: How to send automatic reports to OFS users?
description: Customers who view daily, weekly or monthly Analytics reports can automatically send an email with the report link using the Alerts tools in Fusion Manager.
---

[Skip to content](https://support.ofsystems.com/how-to-send-automatic-reports#main-content)

![OFS\_Circle.png\]](https://support.ofsystems.com/hs-fs/hubfs/OFS_Circle.png?height=45&name=OFS_Circle.png)

- [OFS Customer Portal](https://support.ofsystems.com/)
- [Main Website](https://ofsystems.com/)
- [Contact Us](https://www.ofsystems.com/contact-us?)
- [Service Portal](https://ofsystems.atlassian.net/servicedesk/customer/portal/1)

Open main navigation

Close main navigation

- [OFS Customer Portal](https://support.ofsystems.com/)
- [Main Website](https://ofsystems.com/)
- [Contact Us](https://www.ofsystems.com/contact-us?)
- [Service Portal](https://ofsystems.atlassian.net/servicedesk/customer/portal/1)

 Welcome to the OFS Customer Portal

- There are no suggestions because the search field is empty.

1. [OFS Customer Portal](https://support.ofsystems.com/?hsLang=en)
2. [How To Questions](https://support.ofsystems.com/how-to-questions?hsLang=en)
3. [Fusion Manager - Alerts & Services](https://support.ofsystems.com/how-to-questions?hsLang=en#fusion-manager-alerts-services)

# How to send automatic reports to OFS users?

## This article shows you how to email a saved Analytics report link automatically, using an Alert in Fusion Manager, so recipients get it without logging in themselves.

#### **Step 1 — Create the report in Analytics and copy its link**

See the guides on [setting up a Daily Shift Report](https://support.ofsystems.com/setting-up-a-daily-shift-report?hsLang=en&) and [saving regular reports](https://support.ofsystems.com/how-can-i-save-reports-in-ofs-analytics?hsLang=en&) if you haven't created the report yet.

 ![](https://support.ofsystems.com/hs-fs/hubfs/image-png-Mar-14-2024-12-05-32-2361-AM.png?width=462&height=205&name=image-png-Mar-14-2024-12-05-32-2361-AM.png)

 

#### **Step 2 — Create an Alert Group in Fusion Manager**

Give it a name, e.g. `Reports`.

![](https://support.ofsystems.com/hs-fs/hubfs/image-png-Mar-14-2024-12-09-08-7572-AM.png?width=330&height=378&name=image-png-Mar-14-2024-12-09-08-7572-AM.png) 

**Step 3 — Set up the email recipients on the Services tab**

 

Click **New Service** and enter a name.

 

Enter each recipient's email address.

![](https://support.ofsystems.com/hs-fs/hubfs/image-png-Mar-14-2024-12-16-46-2540-AM.png?width=633&height=434&name=image-png-Mar-14-2024-12-16-46-2540-AM.png)

**3b.** Enter each email address.

![](https://support.ofsystems.com/hs-fs/hubfs/image-png-Mar-14-2024-12-16-08-4961-AM.png?width=545&height=544&name=image-png-Mar-14-2024-12-16-08-4961-AM.png)

 

Test the service to confirm it works. If a test email doesn't arrive, check with your IT team that they can receive email from `noreply@ofsxpress.com` — if it's still not working after that, get in touch through the [OFS Service Desk](https://ofsystems.atlassian.net/servicedesk/customer/portal/1/group/6/create/18) and we'll investigate.

 

**![](https://support.ofsystems.com/hs-fs/hubfs/image-png-Mar-14-2024-12-27-17-9294-AM.png?width=631&height=208&name=image-png-Mar-14-2024-12-27-17-9294-AM.png)**

 

#### **Step 4 — Create an Alert within the Alert Group**

Give it a name, e.g. `End of Shift Report`.

![](https://support.ofsystems.com/hs-fs/hubfs/image-png-Mar-14-2024-12-28-35-3484-AM.png?width=670&height=843&name=image-png-Mar-14-2024-12-28-35-3484-AM.png)

 

#### **Step 5 — Enter the Alert Message and paste in the report link**

![](https://support.ofsystems.com/hs-fs/hubfs/image-png-Mar-14-2024-01-17-17-8900-AM.png?width=670&height=240&name=image-png-Mar-14-2024-01-17-17-8900-AM.png)

#### **Step 6 — Add a new trigger under Shift**

![](https://support.ofsystems.com/hs-fs/hubfs/image-png-Mar-14-2024-01-18-22-8309-AM.png?width=670&height=205&name=image-png-Mar-14-2024-01-18-22-8309-AM.png)

 

 

#### **Step 7 — Toggle on On End, then assign the line and the service**

![](https://support.ofsystems.com/hs-fs/hubfs/image-png-Mar-14-2024-01-20-16-2856-AM.png?width=670&height=332&name=image-png-Mar-14-2024-01-20-16-2856-AM.png)

This sends the report at the end of every shift. To send it on a fixed schedule instead — for example, every Monday at 7am — use a schedule trigger instead:

#### **Step 8 — Toggle on On Schedule**

#### **Step 9 — Select the service**

#### **Step 10 — Select the schedule time**

#### **Step 11 — Select the Schedule Period**

#### **Step 12 — Select the days**

#### **Step 13 — Select a line, or toggle on Without a Line**

![](https://support.ofsystems.com/hs-fs/hubfs/image-png-Oct-22-2024-05-22-58-6616-AM.png?width=670&height=507&name=image-png-Oct-22-2024-05-22-58-6616-AM.png) 

- [Getting Started](https://support.ofsystems.com/getting-started?hsLang=en#main-content)

    - [Console: The Basics](https://support.ofsystems.com/getting-started?hsLang=en#console-the-basics)
    - [Analytics: The Basics](https://support.ofsystems.com/getting-started?hsLang=en#analytics-the-basics)
    - [Fusion Manager: The Basics](https://support.ofsystems.com/getting-started?hsLang=en#fusion-manager-the-basics)
    - [OFS-Flow Training : The Basics](https://support.ofsystems.com/getting-started?hsLang=en#ofs-flow-training-the-basics)
    - [OFS-Go](https://support.ofsystems.com/getting-started?hsLang=en#ofs-go)
    - [MayvnAI](https://support.ofsystems.com/getting-started?hsLang=en#mayvnai)
- [Help & Support](https://support.ofsystems.com/help-support?hsLang=en#main-content)

    - [Troubleshooting](https://support.ofsystems.com/help-support?hsLang=en#troubleshooting)
    - [OFS in a Box](https://support.ofsystems.com/help-support?hsLang=en#ofs-in-a-box)
    - [Routers](https://support.ofsystems.com/help-support?hsLang=en#routers)
    - [PLCs](https://support.ofsystems.com/help-support?hsLang=en#plcs)
- [Success with MayvnAI](https://support.ofsystems.com/success-with-mayvnai?hsLang=en)
- [Training Videos](https://support.ofsystems.com/training-videos?hsLang=en#main-content)

    - [Operator Console](https://support.ofsystems.com/training-videos?hsLang=en#operator-console)
    - [OFS Analytics](https://support.ofsystems.com/training-videos?hsLang=en#ofs-analytics)
    - [Fusion-Manager](https://support.ofsystems.com/training-videos?hsLang=en#fusion-manager)
    - [OFS-Flow](https://support.ofsystems.com/training-videos?hsLang=en#ofs-flow)
    - [OFS-Go](https://support.ofsystems.com/training-videos?hsLang=en#ofs-go)
- [How To Questions](https://support.ofsystems.com/how-to-questions?hsLang=en#main-content)

    - [Administration](https://support.ofsystems.com/how-to-questions?hsLang=en#administration)
    - [Operator Console](https://support.ofsystems.com/how-to-questions?hsLang=en#operator-console)
    - [Analytics](https://support.ofsystems.com/how-to-questions?hsLang=en#analytics)
    - [Fusion Manager](https://support.ofsystems.com/how-to-questions?hsLang=en#fusion-manager)
    - [Fusion Manager - Alerts & Services](https://support.ofsystems.com/how-to-questions?hsLang=en#fusion-manager-alerts-services)
    - [Flow](https://support.ofsystems.com/how-to-questions?hsLang=en#flow)
    - [Flow - Validations](https://support.ofsystems.com/how-to-questions?hsLang=en#flow-validations)
    - [Flow - Conditional Expression & Triggers](https://support.ofsystems.com/how-to-questions?hsLang=en#flow-conditional-expression-triggers)
    - [APIs](https://support.ofsystems.com/how-to-questions?hsLang=en#apis)
- [FAQs](https://support.ofsystems.com/faqs?hsLang=en#main-content)

    - [Operator Console](https://support.ofsystems.com/faqs?hsLang=en#operator-console)
    - [Fusion Manager](https://support.ofsystems.com/faqs?hsLang=en#fusion-manager)
    - [Analytics](https://support.ofsystems.com/faqs?hsLang=en#analytics)
    - [OFS-Flow](https://support.ofsystems.com/faqs?hsLang=en#ofs-flow)
- [Case Studies](https://support.ofsystems.com/case-studies?hsLang=en#main-content)

    - [Mavyn AI](https://support.ofsystems.com/case-studies?hsLang=en#mavyn-ai)
- [OFS Guides](https://support.ofsystems.com/ofs-guides?hsLang=en)
- [Webinars](https://support.ofsystems.com/webinars?hsLang=en)

[![](https://support.ofsystems.com/hs-fs/hubfs/Logo%20Medium_no%20words.png?width=128&height=68&name=Logo%20Medium_no%20words.png)](http://ofsystems.com)

Operations Feedback Pty Ltd

7/627 Chapel St, South Yarra, VIC 3123  
+61 3 8684 9859

<https://www.ofsystems.com/> <https://www.linkedin.com/company/operations-feedback-systems/> [mailto:support@ofsystems.com](mailto:support@ofsystems.com)

Copyright © 2025, Operations Feedback Systems Pty Ltd.