There are certain scenarios where receiving a saved search or report automatically via e-mail can be beneficial. For example, a saved search for all opportunities with a Next Action Date of today.
One of the most esoteric functions of a saved search/report is the ability to automate the sending of it to a user on a particular schedule.
We need to be logged in to Infusionsoft, inside a specific account, and looking at an existing saved search or report.
Using the buttons at the top of the search/report, click on Options and then Email saved search.... This will open a pop-up window:
In the list box of days, select the day(s) we wish to receive the automated e-mail. Hold the Ctrl key and click to select multiple days:
Click on the green Save button.