Overview
With scheduled reports, you can automate the delivery of critical data insights directly to your email. Stay informed and make timely decisions with regular updates on pricing, market changes, and more.
Where to find
Navigate to Reports> Schedule from the left sidebar.
Setting Up a New Report
Step 1: Define Report Parameters
Create a report using the "Add new report to e-mail" button.
Firstly, enter the email address to which you want the report delivered.
Select the report type and apply any filters if applicable.
Choose how often you want to receive the report: daily, weekly, or monthly. Lastly, set specific hours for the report to be sent to align with your work schedule or time-sensitive decisions.
Managing Your Reports
In the table, you can see all the reports you've scheduled and their parameters. Use the available actions to edit or delete existing reports, ensuring they always match your current needs.
Tip: Regularly update your report parameters to match your evolving business needs. Keep your email list updated to ensure all relevant stakeholders receive the insight.