How to Schedule a Report
Follow these steps to schedule a report and receive it via email at your preferred time.
Accessing the Scheduler
Open the Scheduler:
Click the Schedule Report button. This will open the Schedules page, displaying a summary of existing schedules.
On this page, you will find options to Edit and Delete existing schedules or add new ones.
Adding a New Schedule:
Click Add Schedule to create a new schedule.
Steps to Set Up a Scheduled Email Report
Step 1: Provide a Schedule Name
Enter a unique and descriptive name for your schedule to easily identify it later.
Step 2: Set Up Notification Preferences
In the notification section, configure the following:
Time Zone: Select the appropriate time zone for your reports. Use the Search field to select the Time Zone.
Delivery Time and Day: Specify the exact time and day of the week for the email delivery.
Add Custom Emails:
Add the email addresses of other users who should receive the report.
Enter each email address and press Enter. You can add multiple email addresses.
The Add Custom Email field will display the total number of added email addresses.
Note: You must select at least one email from the list of existing users in addition to any custom ones.
Step 3: Select Widgets for the Report
Choose the widgets you want to include in the report by checking the box in the top-left corner of each widget.
Step 4: Configure AI Prompt Settings
Click Next to set up the AI prompt for the report.
Widget Selection for AI Summary:
Select widgets from the chosen report to generate AI summary key points.
If you wish to compare widget summaries, choose Yes or No in the comparison option.
Adding Custom Prompts:
Include specific prompts in the provided field - Add Extra Prompt to tailor the AI-generated summary.
You can skip this step by clicking Skip.
Part 3: Email Configuration
Subject Line and Email Body:
Provide a clear and concise subject line for the scheduled email.
Customize the email body if necessary.
Test Email:
Click Test Email to send a sample email to a specified address and verify the AI-generated summary and data.
Finalize the Schedule:
Click Schedule to complete the setup. The reports will be sent to the listed email addresses at the specified time.
