Scheduled Reports are an easy way to keep track of your KPIs (Key Performance Indicators). With Scheduled Reports you no longer need to proactively log in to your dashboard. Simply choose theKPIs you and your team would like to follow closely, and you’ll get reports on those KPIs delivered to your inbox every day, week or month. The email will get sent out only if we get new or updated data.
Using Scheduled Reports
Step 1: Navigate to the Scheduled Reports tab (Operate > Data Management > Scheduled Reports) and click on the Create New Scheduled Report button.
Step 2: Pick the 'Subject Line' and 'Introduction' for you email. You'll also get to pick when you want to get the email (When we check for new data and send you an email).
Step 3: Pick the recipients/groups that you want the email to go to.
Step 4: Create the KPI query and link to a Dashboard or Scorecard gives more insights on the number. You can add multiple KPIs in the same email.
Scheduled Report Email
The scheduled report email you receive will compare the latest value and previous value.
The email also comes with an unsubscribe link at the bottom if the recipient chooses to unsubscribe from the email.