Scheduled reports are a handy tool to automatically receive important data at regular intervals, like daily or weekly. Here's a step-by-step guide to help you get started:
Step 1: Access the Reports Page
First, go to the Reports listing page. This is where you'll find all the reports available for scheduling.
Step 2: Select Your Report
Choose the specific report you want to schedule. Clicking on it will take you to the detailed report page.
Step 3: Initiate Scheduling
Look for the Schedule Reports icon at the top of the page. Clicking on this will open up options for setting the schedule.
Step 4: Add a Schedule
To start scheduling, hit the 'Add Schedule' button. This is where you'll define when and how often you want to receive the report.
Step 5: Customize Your Schedule
5. i: Give your schedule a relevant name, like "Weekly Sales Report," and then set the time zone, along with the specific time and day you want to receive the report.
5. ii: Choose the team members who should receive these reports. This ensures that the right people are getting the right information.
5.iii: Check the box against each widget to include them in your scheduled reports. This allows you to tailor the content of your reports to include only the information that matters most to you.
Step 6: Finalize and Confirm
Once you've filled in all the necessary details, click 'Next' to complete the scheduling process.
A message will pop up to confirm the User has successfully scheduled to receive the Reports.
You can set up schedules for as many reports as you need. This means you can stay informed about multiple aspects of your business without having to manually check for updates every time.
With these steps, it is all set to streamline the report management and ensure the Users will never miss out on crucial insights again!