Report Scheduler
This guide demonstrates how to create, schedule, and manage automated dashboard reports with flexible delivery options for users.
Last updated
This guide demonstrates how to create, schedule, and manage automated dashboard reports with flexible delivery options for users.
Last updated
Please refer the below guide if email settings is not configured.
Access Report Scheduler:
Click on the Settings icon located next to the Preview icon.
Select "Report Scheduler" from the dropdown menu.
Then, click on the "+ New Schedule" button in the Report Scheduler window.
Configure Report Scheduler:
Enter a descriptive subject line for the report and add recipient email addresses in the "Send to" field.
Then, select desired charts from the "Charts to Attach" dropdown menu and choose relevant clients from the "Clients" dropdown list.
Set email frequency by selecting one of the following options:
Daily
Weekly
Monthly
Then, choose specific days for report delivery and set your preferred scheduled time and timezone
Finally, click "Save" to confirm the settings
View the scheduled reports:
Manage Existing Scheduled Reports:
To edit: Click on the report to make the necessary changes and click on "Update"
To delete: Click the three dots (⋮) icon and select "Delete"
