Scheduling email reports

Dashboards

To schedule a report for your dashboard, you will need to either be on the Owners team or have access to the dashboard as an Editor or Admin.

Once on your dashboard, go to the Settings menu on the right side of your dashboard.

Open Settings to schedule email reports

Select the Reports tab, then click the blue Add Report button. You can then set the frequency reports will be sent out, format, recipients, etc. If you would like to only send out a one time report, simply remove the report after it has been sent out.

If you’d like to send various versions of a report to different users, you can set up additional reports on your dashboard.

Schedule reports under the Reports tab


Related Dashboards Help Articles

See more