Scheduling Analytics Reports Follow
Within the Analytics area there is a plethora of data that you can use to create a report! The following guide goes over both ways available to create a scheduled report.
Schedule Delivery
To schedule a report click on the three dots (dashboard actions) in the top right hand corner and then select "Schedule Delivery".
Schedule Settings
Once you've selected the option to schedule a delivery you will see this screen. In the settings tab you can set the recurrence [1], time [2], destination [3], email addresses [4] and format [5].
Schedule Filters
The Schedule Filters will be filled in with the items you already had selected when viewing the dashboard. If needing to add any additional parameters, you can do that within this window. If adding more filters, it will save automatically; you do not need to hit the save option until you've gone through the setup entirely.
Advanced Schedule Options
The Advanced Options allow you to add a message and select if you want to include links, show results, select if you want the values formatted or not, and select a delivery timezone.
Once you've finished setting all options you can either use the Test Now option to see if you like the way the report looks or Save it.
Saved Schedules
Once saved it will take you to a window that shows all currently scheduled reports. You can create a new report, send an existing report now, or select done to close out of the window and go back to the main Analytics page.
Comments
3 comments
Hello, is there a way to access the saved schedules without scheduling a new report? I want to see all the scheduled reports I have already set up.
I also have this question! Where do I find my scheduled reports? How do I cancel them?
Hi Ivy Griggs- it looks like we had a support ticket created and you were able to get your questions answered through the ticket. If you have additional questions, please feel free to reach back out to our support team. We're always happy to help!
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