Scheduled Report Email Format #

Email Structure #

Each scheduled report email contains:

Subject line: [DMSI Analytics] [Report Name] - [Date Range]

Body:
– Report title and description
– Period covered
– Key summary stats (top 3-5 metrics as text)
– Instructions for opening the attachment
– Footer with link to WordPress admin and unsubscribe note

Attachment: The report file in your chosen format (CSV, Excel, JSON, or PDF).

PDF Delivery #

When format is set to PDF, the email attachment is a print-ready PDF of the report. This is generated server-side (unlike the manual PDF export which uses browser print). The server-side PDF is generated from the same data as the other formats.

Customizing the Email Template #

The default email template is located at templates/emails/report-email.php in the plugin directory. You can override this template by copying it to your theme under dmsi-analytics/emails/report-email.php and modifying it there. Do not edit the plugin template directly as updates will overwrite your changes.