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Scheduled email reports

1 min read

Scheduled reports send a summary of your site to one or more email addresses, daily, weekly or monthly. Scheduled e-mail reports are Free.

The report worker #

Scheduled Reports totals and Report Worker Status with next run and site time
Settings → Scheduled Reports: status first.

A background worker checks every 15 minutes whether a report is due. It uses WP-Cron, which only runs when someone visits your site. On quiet or cached sites, set a real server cron (and DISABLE_WP_CRON) so reports leave on time.

Email delivery #

Email Settings with WordPress Default or Custom SMTP, From name and email, SMTP host, port, encryption, username, password and Send Test Email
Choose WordPress default mail or your own SMTP server.
  • WordPress Default uses wp_mail() – fine if your host sends mail reliably or you use an SMTP plugin.
  • Custom SMTP – host, port, encryption (SSL/TLS), username and password. For Gmail, use an app password, not your normal password.
  • Click Send Test Email before creating a schedule.

Create a schedule #

  1. Click New Schedule.
  2. Name it, choose daily, weekly or monthly, the day and time.
  3. Choose the period covered (for example the last 7 days) and the recipients.
  4. Save. The schedule appears in the list with its next send.

What the e-mail contains #

A weekly Opti-Behavior e-mail report showing the 3 issues to look at first, with what to do.
Each issue ends with What to do: the first action to take.
BlockWhat it shows
Key figuresVisits, page views, time per visit and bounce rate, each with its change against the previous period.
The 3 issues to look at firstThe three issues of the period that deserve a look first.
Top sourcesWhere your visitors came from.
DevicesDesktop, mobile and tablet.
Most viewed pagesYour most viewed pages of the period.
Most clicked elementThe element clicked most, with a link to its heatmap.
ShopWooCommerce sites: up to 3 products losing the most visits. No block when nothing was counted.
A/B testsYour tests and their state.

Each block ends with a What it means / What to do line. The e-mail is laid out for phones and for dark mode.

All 8 blocks of the e-mail are in the Free plugin. Pro adds the € part of the Shop block (Money at stake).

Need the whole picture on paper? Open the site report and save it as PDF.

Report schedules list and recent report history with sent date, status and recipients
Schedules and history: each send is logged with its status.

Expected result #

The test email arrives, and each schedule appears in Recent Report History with the status SUCCESS after sending.

FAQ #

The test email never arrives. #

Check spam, then switch to Custom SMTP; many hosts block PHP mail.

Reports leave late. #

WP-Cron depends on visits: set up a server cron.

There is no Shop block in my e-mail. #

The Shop block appears only on WooCommerce sites, and only when shop activity was counted in the period.

Can I send to a client? #

Yes, add any address as recipient.

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