Report Settings

The Report Settings panel covers the email itself — who it goes to, what the subject says, and anything you want to add above the figures.

SettingWhat it does
Report TitleThe name of this report. Used to identify it in the reports list, not shown to recipients.
Enable EmailTurns sending on or off. Leave it off while you are still setting the report up.
Email RecipientsWho receives the report. Enter one or more email addresses, separated by commas.
Email SubjectThe subject line of the email.
Additional ContentA message added above the report figures — a note for the team, a link to your dashboard, a reminder of what the report covers.
The Report Settings panel, with fields for report title, recipients, email subject and additional content

Additional Content

HTML is allowed. Links, bold, italics, lists and the other tags WordPress permits in post content all work, so you can format the note properly rather than sending a bare line of text. Scripts and unsafe tags are stripped.

One placeholder is supported:

PlaceholderReplaced with
{site_title}Your store name, as set in Settings > General.

Making sure reports arrive

Reports are sent with WordPress’s built-in wp_mail function. By default that hands the message to your web server’s mail program, which is the single most common reason reports are generated but never land — server mail is frequently unauthenticated, so Gmail, Outlook and most business mail providers drop it or file it as spam.

If a report doesn’t arrive:

  • Check the spam or junk folder first.
  • Send a test report to confirm the report itself generates and sends.
  • Install an SMTP plugin and send through a real mail service — your own Google Workspace or Microsoft 365 account, or a transactional provider. This fixes most delivery problems outright.
  • Use a From address on your own domain. A From address at a domain you do not control will fail SPF and DMARC checks.
  • If the test arrives but the scheduled report does not, the problem is scheduling rather than delivery — see Report Schedule.

Next: Report Totals.