Keka’s New Report Emailing Automation

You can:

• Choose specific recipients and CCs

• Set a custom email subject and note

• Automate delivery with flexible frequency: daily, weekly, or monthly

This helps keep the right stakeholders informed—on time, every time.

Navigation

1. Go to any report within the Keka platform. For example, let’s use the Org reports module.

2. In the left sidebar, click Org and choose a report from the Quick Reports section.

   

3. Enter the required inputs and click Run to generate the report.

4. Once the report is ready, click the Schedule button next to Download, then select Email.
   

5. In the Create a Schedule panel that appears:

   • Choose how often you want the report to be sent: Daily, Weekly, or Monthly.

   • Set the Time and Time Zone for delivery.

   • Add To and CC recipients.

   • Enter an Email Subject and optional message.

6. Click Schedule to proceed.

   

7. A confirmation prompt will appear—click Confirm to activate the schedule.

   

The report will now be automatically emailed to the selected recipients based on your chosen schedule.

Options & Variants

You can choose from three scheduling frequencies:

• Daily – Sent every day at the chosen time

• Weekly – Sent once a week on your selected day and time

• Monthly – Sent once a month on your selected date and time

Notes

Tip: You can schedule multiple reports with different frequencies for different teams or stakeholders.

Important: Make sure all recipients have valid email addresses within your organization to avoid delivery issues.