You can deliver analyses to others via email once or on a recurring basis.
📌Note: A recipient will see content that is based on their security settings, applied default context and dynamic filters. They will only see the data they are allowed to see.
The maximum number of recipients is 1000. Analyses will not be sent if that limit is exceeded.
Schedule an analysis
To schedule an analysis, follow the below steps.
From the analyses list, hover over the analysis you want to send and click
Add Schedule.
📌Note: Alternatively, from within an analysis click
Schedule email delivery.
Name the schedule, then in the Delivery box, select the delivery schedule:
Deliver now - Immediately send the analysis to users.
Recurrent - Set the frequency that the analysis will be sent to users.
Custom - Select the specific dates that the analysis will be sent to users.
📌Note: If required, set a conditional delivery rule and emails will only be sent if the rule is met. Below you can find all the rule types:
Rule type | Description | Example |
Metric Value | Send an analysis email based on a target value. | If the Turnover Rate is Greater than 20%, send the analysis email. |
Change in metric value | Send an analysis email based on the percentage change in a metric over time. | If the percentage change in the Turnover Rate is Greater than 5% from the previous period, send the analysis email. |
Difference from group | Send an analysis email based on the percentage change in a metric for a specific population. | If the percentage change between the Turnover Rate and the Turnover Rate for Women is Greater than 10%, send the analysis email. |
Difference from metric overall | Send an analysis email based on the percentage change between two metrics. The reference metric value is evaluated against the overall value of the comparison metric. | If the percentage change between the Minority Ratio in US and the Minority Ratio - My EEOC Benchmark is Greater than 10%, send the analysis email. |
Under Email details, set up and compose the email.
Under Recipients, select the People Analytics user or user groups you want to send the analysis to.
Click Schedule.
Amend a scheduled analysis
From the Analysis list, click the Scheduled by me tab.
Expand the schedule analysis by clicking the arrow icon.
To edit, next to the relevant schedule, expand the three dot menu and click Edit.
To delete, next to the relevant schedule, expand the three dot menu and click Delete.