How to schedule email reports

1. Navigate to the dashboard of choice and select 'Schedule Delivery' from the dropdown hamburger menu

1. Apply settings for the scheduled email via the popup. Select options for the below;

• Recurrence - how often the email gets sent
• Time - the time it is sent
• Destination - select Email
• Email addresses - add list of email addresses of recipients for the reports
• Format - options for PDF, CSV or PNG available

3.Navigate to the filters page to apply filters on this report; this will inherit the current filters applied to the dashboard

4.Apply final settings

• Delivery timezone - set timezone for delivery of report
• Custom Message - any advanced options including ability to write a custom message, adjust the export paper size and set the delivery timezone
• Expand tables to show all rows - tick this to ensure data is not cut off for the reports
• Paper size - recommend fit page to dashboard

Deleting or modifying a scheduled report

If required, it's possible to delete the scheduled report from the same place.

1. Select 'Schedule Delivery' from the same elipsis menu as when it was scheduledd

   

2. When prompted, select the elipsis menu for the scheduled report you wish to modify or delete

3. Follow the prompts to either edit the settings for the scheduled delivery, or delete the prompt altogether.