With the schedule reports feature, you can share reports with other stakeholders by adding their custom email addresses. Here’s a step-by-step guide to scheduling reports and including custom emails.
Step 1: Assign a Schedule Name
Begin by giving your report schedule a name. This helps you easily identify the schedule in the future.
Step 2: Set Up Notification Preferences
In the notification section:
Select the time zone for your reports.
Choose the specific time and day of the week when the report should be delivered to your inbox.
Step 3: Add Custom Emails
You can add other users' emails to share the reports with them.
Enter each email address and press ‘Enter’.
You can add as many email addresses as you want.
The ‘Add Custom Email’ field shows the number of emails you've included. The number next to the field indicates the total number of emails.
Note: When adding custom emails, select at least one email from the list of existing users in addition to the custom ones.
Step 4: Select Widgets for the Report
To ensure the scheduled report includes the necessary widgets, check the box at the top-left corner of each widget you want to include.
Step 5: Confirm and Schedule
Click ‘Next’ to complete the setup. The scheduled reports will be sent to the listed email addresses at the selected times.
By following these steps, you can ensure that your stakeholders receive the reports they need right on time.