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How to 'Save and Schedule' reports

Introduction



Suppose you are looking to send metrics once or regularly automatically. Great news! Our BI tool allows you to save reports, both custom and out-of-the-box views) to your teammate's inboxes without requiring Looker logins for your teammates.



The default timezone in Looker for OMS timestamps is UTC, whereas the OMS UI displays EST.

Within Looker, we've added additional timezone options for some of our timestamps but not for Order Approved Date. Custom time zones can be created with a custom field and can be submitted as a feature request.





Share your report once



Schedule your recurring report



Sending without Saving

You can also create a report and share it without having to save it

While in Explore

Select the fields you'd like to analyze and click the Gear menu (cog icon on the left-hand side) 

and click Send

Send
Send





Sending form
Sending form



Your recipient(s) will receive an email

Email
Email



You have just sent your first report without having to save it!







Updated 09 Jan 2023
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TABLE OF CONTENTS
Introduction
Share your report once
Schedule your recurring report
Sending without Saving