Only users with the Reporting permission will be able to access this screen
To schedule a report that automatically sends a list of first-time guests to you or another leader, start by navigating to Reporting > Query Builder in the left-hand menu. Use the default data source of People.
In the filters section, begin typing “first time guest.” When the First Time Guest filter appears, you’ll notice its Condition defaults to “is within.” You can adjust this to match your desired timeframe—for example, you might select “last week” to capture recent visitors or "is today (include year)" if you want a report daily whenever first-time guests are identified.
Once you've set the appropriate filter, scroll down and click the Run Query button to preview the report. If the results look accurate, click "Save As" near the top of the page (below the Saved Queries dropdown). Give your saved search a clear name like “First-timers email list” and then save it.
Next, go to Reporting > Scheduler in the left-hand navigation menu. Click the + Add New button to begin setting up your scheduled report. Name the schedule something like “First-time guests emailed.” In the Query dropdown, find the name of the Saved Query you want to use. Then determine the start date and time.
Under the Recurrence section, choose how often you’d like the report to be sent—daily, weekly, monthly, etc. You can also set the specific day of the week and choose when the schedule starts and ends (either after a certain number of occurrences or on a specific date) by choosing the Custom option in the Recurrence dropdown.
You’ll have the option to customize the email that will accompany the report by clicking on the Email + Recipients tab at the top of the editor. For recipients, you can add individual people or groups who should receive the report. You can input a subject line and a personalized message in the body of the email.
Once everything is set to your satisfaction, click the Save button. The report will then be automatically emailed as a CSV file to the specified recipients based on the schedule you defined.
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