> ## Documentation Index
> Fetch the complete documentation index at: https://codebeans-cb-notifylyst.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports and alerts

> Scheduled report emails, an email for every new sign-up, and the activity feed.

Ways to be told what is happening without opening the app. The emails are set up in
**Settings → Reports & alerts**.

![Settings → Reports & alerts with the Scheduled reports card — Summary report and Customer report — and the Sign-up alerts card.](https://mintcdn.com/codebeans-cb-notifylyst/helB_Y1ZQRw5r3Uo/images/app-22-activity-updates.png?fit=max\&auto=format\&n=helB_Y1ZQRw5r3Uo\&q=85\&s=c69e032ffdb5f2df0475703a2de26f11)

## Scheduled reports

One email with CSV attachments, sent daily or weekly. Turn on one report or both; they arrive in
the same email.

| Report | The CSV contains |
| - | - |
| **Summary report** | Sign-ups, alerts sent and sales for each product: product, total quantity, unsent count, total sale. |
| **Customer report** | Every sign-up with the customer, the product, when they were alerted and any order that followed — **Direct** or **Assist**, revenue, locations and custom-field answers. |

| Option | Choices | Default |
| - | - | - |
| **How often** | **Daily** (21:00 UTC) or **Weekly** (Sundays, 20:00 UTC) | Weekly |
| **Report covers** | **All time**, last **7**, **30** or **90** days, or **A number of days you choose** (1–365) | Last 30 days |
| **Send to** | One or more email addresses | — |

> [!NOTE]
>
> **How often and what it covers are different things.** *How often* is when the email arrives;
> *Report covers* is how far back each email looks. A weekly email covering 30 days is a rolling
> month, delivered every Sunday.

**Send a report now** sends the email straight away with the current settings — useful to check it
before the first scheduled one. It needs a recipient and at least one report switched on, otherwise
you see **Add at least one email address under Deliver To.** or **Enable Summary Reports or Customer
Reports first — there is nothing to send.**

## Sign-up alerts

An email to you or your team the moment a shopper signs up — titled **New Notification Added -
Notifylyst**, with the channel, contact, product, SKU, quantity, locations and form answers. Reply
to it and your reply goes to the shopper's email address.

| Setting | Notes |
| - | - |
| **Send to** | The first address receives it; the others are copied. |
| **Daily limit** | Maximum emails a day — a whole number from 1 to 10,000, or empty for no limit. Counts reset at midnight UTC. |

> [!WARNING]
>
> **Set the daily limit deliberately.** On a busy store, sign-up alerts can mean hundreds of emails a
> day, and the reliable outcome is a filter rule that hides all of them. Start low; if you hit the
> limit every day, the weekly summary is the better tool.

## What they cost

Every report email and every sign-up alert uses one notification from your plan's email & web push
allowance (then your wallet). The whole **Reports & alerts** section depends on **Summary Reports**
in your plan — including sign-up alerts. On a plan without it you see **Summary reports are not
included on your plan.**

## The activity feed

**Dashboard → View all activity** is the live stream of sign-ups, alerts and purchases. Where the
reports are for deciding, the feed is for watching — on the day of a big restock, or just after you
changed a setting. See [Read your analytics](https://codebeans-cb-notifylyst.mintlify.site/app/guides/read-your-analytics.md#activity).

## Choosing between them

| If you want to… | Use |
| - | - |
| Make a weekly buying decision | Summary report, weekly, last 30 days. |
| Know the moment someone asks for a product | Sign-up alerts, with a daily limit. |
| Watch a restock unfold | The activity feed. |
| Answer a shopper's question | [Analytics](https://codebeans-cb-notifylyst.mintlify.site/app/guides/read-your-analytics.md) → the customer's detail page. |

> [card] [Billing and credits](https://codebeans-cb-notifylyst.mintlify.site/app/guides/billing-and-credits.md)
>
> Next: how sends are paid for.


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