Scheduled Reports for End User
This guide provides a straightforward process for setting up scheduled email reports, ensuring that users can easily automate their reporting needs.
Please refer the below guide if email settings is not configured.
Email Settings for Scheduled ReportsEnable Schedule Email Reports:
Navigate to the "Workspace Settings".
In the "Access Control" section, enable the toggle "Schedule Email Reports" and click on "Save".
Generate the preview link:
Navigate to your dashboard and click on "Preview" icon.
Select an expiry time and click on "Generate Link" button.
3. Click on "View Demo" button.
The dashboard will be displayed and click on "Scheduled Reports"
Create Schedule Email Reports:
Enter the required details and click on "Save"
Finally, the schedule email reports will be shared to your email id.
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