Formats
| Format | When to use it |
|---|---|
| Inline HTML | A few rows that need reading on a phone, without opening an attachment |
| CSV | Input for another system, or a large volume |
| Excel (XLSX) | The recipient will filter, sum and paste it somewhere else |
| The document has to look the same for everyone who opens it |
Recipients
A report destination is a loose address, a contact, or a broadcast list — and the contact or list is resolved again on every send, so whoever joins the list afterwards starts receiving it. Which channel carries a recipient follows from the kind of address they have; when the workspace holds more than one account of a kind — two WhatsApp Business numbers, say — the list picks which one it goes out on, and everything else falls back to the default account. Addresses that returned a hard bounce go onto the suppression list and stop being retried.
Delivery rules
The rule decides whether the send happens, based on that run’s result. It is what separates a report from an alert — and what stops somebody’s inbox receiving thirty empty messages a week until it becomes a filter.
- Skip the send when the result comes back empty.
- Send only above a row count.
- Escalate to another channel past a threshold.