Enable Email Delivery
1
Open report settings
Go to Security > AI Reports and click the settings or email delivery option.
2
Toggle auto-send
Turn on Auto-send to CSO (or the equivalent auto-send toggle). This enables the email delivery feature for your estate.
3
Add recipients
Enter an email address in the recipient field and press Enter to add it. You can add multiple recipients.
4
Choose cadences
Enable the cadences you want: Daily, Weekly, and/or Monthly. Each is turned on by default when email delivery is enabled, but you can toggle them individually.
Cadence Timing
When you enable a cadence, emails are sent on this schedule:What the Email Includes
Each email contains:- Title: the report type and estate name
- Period: the date range covered by the report
- Executive summary: a concise narrative overview of the period’s key events and trends
The email does not include a PDF attachment. Recipients who need the full PDF should log into Rekkeh and export it from the archive.
Disable or Modify Delivery
You can return to the same settings page at any time to:- Turn off the auto-send toggle completely
- Remove individual recipients
- Disable specific cadences without disabling others
- Add new recipients