Skip to main content

How To Schedule Reports With Users Outside Your Organization?

Ray avatar
Written by Ray
Updated over 3 months ago

Please note:

"Currently, scheduling a report is not supported for the following chart types: Scorecard Chart, Cohort Chart, Sankey Chart and Bow-tie Chart."

How to Schedule a Report

Follow these steps to schedule a report and receive it via email at your preferred time.

Accessing the Scheduler

  1. 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.

  2. 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

  1. Subject Line and Email Body:

    • Provide a clear and concise subject line for the scheduled email.

    • Customize the email body if necessary.

  2. Test Email:

    • Click Test Email to send a sample email to a specified address and verify the AI-generated summary and data.

  3. Finalize the Schedule:

    • Click Schedule to complete the setup. The reports will be sent to the listed email addresses at the specified time.

Did this answer your question?