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Scheduling a Doc Report

Once a Doc Report has been set-up, you can schedule the report to be generated on a Daily, Weekly, Monthly or Quarterly cadence. Fluent will notify you via Slack or Email once the report has been generated, and provide a link to view it.

Updated over 3 weeks ago

Overview

You can schedule reports to automatically generate in Fluent, on your chosen day, and at a chosen time.

This is a great way to remove the need to go through the process of manually generating a report in Fluent every week, month or quarter, and be instantly notified once it has been generated.

Step 1: Open a Doc Report

  1. Find the doc report you want to schedule.
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  2. Click on, and open the report.

Step 2: Navigate to ‘Schedule’ on the right hand panel

On the ‘Combined’ report (Top section), navigate to the report control panel, and scroll down to ‘Schedule’.

Step 3: Set your Schedule

  1. Press the ‘+ Add Schedule’ button.
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  2. Use ‘Send To’ to choose where the notification should be sent - Email or Slack.
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  3. Use ‘Send Every’ to choose the cadence of generation

Step 3: Save your Schedule

Once set, click the ‘Save’ button on the bottom right to save your new schedule.

Walkthrough Video:

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