The default daily report in Polar Analytics provides a quick overview of your store’s key metrics, delivered directly to your email. However, if you prefer not to receive this report or would rather create a custom report that better suits your needs, you can easily manage these settings.
In this article, you’ll learn:
How to disable the default daily report.
The benefits of setting up custom scheduled reports.
How to receive reports in Slack for seamless collaboration.
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Disable the Default Daily Report
If you no longer want to receive the default daily report, you can turn it off in your account settings. This setting is managed at the user level, meaning each user in your Polar Analytics account needs to disable it individually.
Steps to Disable the Default Daily Report:
Go to Account Settings:
Click on your profile icon in the top-right corner of the dashboard.
Select Settings from the dropdown menu.
Navigate to the General Tab:
Under the General tab, locate the Report section.
Turn Off the Default Report Toggle:
Find the section labeled Report and switch the toggle to the off position.
Create Custom Reports Using the Schedules Feature
At this time you cannot edit the Default Daily Report, instead you can create custom reports using the Schedules feature. This allows you to:
Tailor the report to include the exact metrics and timeframes you care about.
Automate report delivery to your email or Slack at your preferred frequency.
Receiving Reports in Slack
For teams that rely on Slack for communication, integrating Polar with Slack can help ensure that key reports are accessible in real-time, enabling seamless collaboration.
Connecting to Slack:
Go to Account Settings:
Click on your profile icon in the top-right corner of the dashboard.
Select Settings from the dropdown menu.
Navigate to the General Tab:
Under the General tab, locate the Report section.
Locate the Slack Integration:
Connect your Slack account.
Turn On the Default Report Toggle:
Switch the toggle to the On position
This setup allows you to receive the Default Daily Report directly to a Slack channel for seamless collaboration.