Articles on: Reports & Analytics

How to activate email summaries

This article covers periodic email summary reports; automated digests of your call tracking activity. There is a separate feature for real-time email notifications triggered by individual call or SMS events. Those are configured under Integrations > Email Notifications and use workflows to fire alerts for specific conditions.

To set up real-time email notifications instead, follow: Email Notifications integration: how to set them up in Nimbata.

Email summaries are automated reports delivered on a schedule.
They give you a regular overview of call volume, performance, and trends without needing to log in each time.
Use them to monitor changes in call activity, identify patterns, and spot potential issues early.

Step 1. Open account settings

Click your user avatar in the top-right corner.
Go to Account Settings.

Step 2. Navigate to Email Preferences

In the account settings menu, click Email Preferences.

Step 3. Configure your summary

Select the project you want summaries for.
Choose how often you want to receive summaries; daily, weekly, or monthly.
Select who should receive the notification.

Step 4. Activate

Click Send test to preview the email and confirm it is working.
Your email summaries are now active.

🎉 You will now receive regular email digests summarizing your call tracking activity for the selected project.

Detailed Guide: Email Notifications integration: how to set them up in Nimbata

Updated on: 08/04/2026

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