Schedule Report

Table of contents

1. Schedule Dashboard as a Report
2. Schedule Indicator as a Report
3. Edit Scheduled Reports

Schedule Dashboard as a Report

1. Click the Gear of the dashboard, then choose Schedule as a Report.

   

2. Enter the report details:
   • Subject - Enter the subject line for the email notification.
   • Repeats - Select the frequency that you want the report to be sent (Daily, Weekly, or Monthly), date (start and end), the time (hh:mm), time of day (AM or PM).
   • Recipient - The email address(es) that are to receive the report.

   

3. Click Schedule.

Schedule Indicator as a Report

1. Navigate the dashboard and drill down to the indicator.

2. Click Schedule As Report.

   

3. Enter the report details:
   • Subject - Enter the subject line for the email notification.
   • Repeats - Select the frequency that you want the report to be sent (Daily, Weekly, or Monthly), date (start and end), the time (hh:mm), time of day (AM or PM).
   • Recipient - The email address(es) that are to receive the report.

   

4. Click Schedule.

Edit Scheduled Reports

To cancel, edit, or delete scheduled reports, follow the steps below:

1. Click the Gear of the dashboard, then choose Edit Scheduled Reports.

   

2. Find the report that you want and click the three dots (ellipsis).

   

3. Update the information and then click Schedule.