Important Note
Currently, scheduling a report is not supported for the following chart types:
Scorecard Chart
Cohort Chart
Sankey Chart
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
Click the Schedule Report button.
This opens the Schedules page, where you can:
View existing schedules.
Edit or Delete current schedules.
Add a New Schedule.
Adding a New Schedule
Click Add Schedule to create a new report schedule.
Steps to Set Up a Scheduled Email Report
Step 1: Provide a Schedule Name
Enter a unique and descriptive name to easily identify your schedule later.
Step 2: Set Up Notification Preferences
Time Zone:
Select the appropriate time zone using the search field.
Delivery Time and Day:
Specify the exact time and day of the week for the email delivery.
Add Custom Emails:
Enter the email addresses of additional recipients.
Press Enter after each email address to add it.
The field will show the total number of email addresses added.
Note: You must select at least one existing user email along with any custom emails.
Step 3: Select Widgets for the Report
Select the widgets you want to include by checking the box at the top-left corner of each widget.
Step 4: Configure AI Prompt Settings
Click Next to set up AI prompt options.
Widget Selection for AI Summary:
Choose which widgets you want summarized by the AI.
Comparison Option:
Decide if you want to compare widget summaries by selecting Yes or No.
Add Custom Prompts (Optional):
Enter any specific instructions in the Add Extra Prompt field.
If not needed, you can skip this step by clicking Skip.
Step 5: Configure Email Settings
Subject Line:
Provide a clear and relevant subject for the scheduled email.
Email Body:
Customize the email content if required.
Test Email:
Send a Test Email to verify the AI-generated summary and overall report layout before finalizing.
Step 6: Finalize the Schedule
Click Schedule to complete the setup.
The report will now be automatically sent to the listed email addresses at the scheduled time.
Following these steps, you can easily schedule your Revlitix reports and ensure timely email delivery, helping you and your team stay updated with key insights without manual effort.
Once your reports are scheduled, you can manage and review them easily:
Go to Settings from the left sidebar.
Click on the Notifications tab.
Select Schedule Reports.
You’ll see a list of all scheduled reports, along with:
Report Name
Number of Widgets
Number of Users
A View button to open each report
This helps you quickly track which reports are scheduled, what they contain, and who is receiving them.