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Scheduling Dashboards and Reports


Scheduled dashboards and reports take you to a whole new level when it comes to getting the data you need when you need it! It's like wanting your favorite fast food and then realizing it can get delivered to you too! No more getting off your couch and getting dressed!


There are certain reports and dashboards in our 'Insights' page. If the report or dashboard can be scheduled to be delivered to you, it will have a 'clock' icon at the top right corner of the report. 

NOTE: When scheduled, this dashboard/report will be emailed as a PDF to the selected recipients. 

When clicked you will be able to filter the report/dashboard however you please. Then select 'Next':

Then you can decide the point of view of the report/dashboard and who it will be sent to: 

Run As: How do you want the information to be pulled. Should it contain the 'Full Data' of the report, showing everyone's information? Should it pull from the recipient's point of view? Or do you want to select the specific user this report will be viewed from?

Recipients: Who will this report/dashboard be sent to? 

Lastly, you can choose the frequency of the report/dashboard. You can also rename the report and even add a little description in case you'd like to add a little note with the report/dashboard. 

That's it! 


You will get an email of the scheduled report from and it will look something like this:

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