> For the complete documentation index, see [llms.txt](https://docs.reportpundit.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.reportpundit.com/knowledge-base/settings/email-summary.md).

# Email - Summary

### Getting Started

#### Step 1 — Open Email Summary

Navigate to the **Homepage** and select **Email Summary** from the available options. This opens the Email Summary setup screen.<br>

<figure><img src="/files/JCXahSx2F2LMBtTmi7sS" alt=""><figcaption></figcaption></figure>

#### Step 2 — Choose Your Metrics

Select the metrics you'd like included in your summary email. As you toggle each metric on or off, the **live preview panel** on the right updates in real time — giving you an accurate look at what your email will contain before anything is sent.

> **Tip:** Start with a few key metrics and add more later. You can always come back and adjust your selection.

#### Step 3 — Set Your Frequency

Choose how often you'd like to receive your summary:

* **Daily** — Receive a summary every day at your chosen time.
* **Weekly** — Receive a summary once a week at your chosen day and time.

Select your preferred delivery time from the available options.

#### Step 4 — Add Email and Complete Setup

Enter the email address (or addresses) where you'd like the summary delivered. Review your selections — metrics, frequency, and branding — then confirm to activate your Email Summary.

Once confirmed, your summary is live and emails will begin arriving on the schedule you set.

***

### Managing Your Email Summary

After setup, your Email Summary connection appears under **Settings → Account Details**.

From there you can:

* **View** **and Edit** your current Email Summary configuration.
* **Disconnect** the Email Summary if you no longer wish to receive it.

> **Note:** Disconnecting stops all future summary emails immediately. You can set up a new Email Summary at any time by returning to the Homepage.

***

### FAQ

**Can I change my metrics or schedule after setup?** Yes. Return to the settings > Email Summary setup to update your preferences at any time.

**Can I send the summary to multiple people?** Yes. Add multiple email addresses during setup to share the summary across your team.

**What happens if I disconnect?** All future emails are stopped immediately. Your previous configuration is not saved — if you reconnect, you'll go through setup again.

**Does the email include my branding?** Yes. Add your company name and logo during setup, and every summary email will reflect your brand.