Scheduling Reports
The platform empowers you to schedule your report to send to yourself and/or others on a flexible basis in various formats. Let's go ahead and select a report that you have previously saved. To open the scheduler, click the ellipsis on the top right and select "Schedule delivery."
You will be directed to the "Schedule Delivery" window to set your schedule options.
For the schedule options:
- Schedule Name (optional): The schedule name defaults to the report name but can be customized to any desired name.
- Recurrence: The default is daily, but the dropdown allows numerous other options. You can then choose your preferred send time.
- Destination: Email (required)
- Email address: This will default to your email address, but you can add or remove any desired email addresses.
- Format: The default is PDF, and you can switch this to CSV or PNG visualization.
There is also a "Filters" tab for optional filters that can be defined. The filters will only display the filters applied to your dashboard. If you want to add an additional filter, you must first add it to the dashboard.
There is an "Advanced" tab for options like adding custom messages, customizing results or values, or changing your delivery timezone.
Once you've configured your options, you can send a test send with "Test now," if you wish, or save the schedule by clicking "Save."