Reports

Reports provide a snapshot of the entire dashboard as an image and a PDF attachment. You can schedule reports to receive periodic updates about the data in your dashboards. The reports are sent to you as an email notification at the scheduled frequency.

You can schedule reports using one of the following two methods. Option 1: Setup from the dashboard

This option provides a quick and straightforward way to schedule reports to be sent to the owner of the dashboard.

1. Open the dashboard for which you want to schedule reports and click on the three dots (...). Click Set up an email report.

2. In the Schedule a new email report dialog box, enter a report name and description. Then select the schedule and timezone.

Example

In the example screenshot above, the report is scheduled to be sent every week on Monday at noon, Pacific Standard Time. If you don't select the day of the week, then the report is sent every day of the week.

3. Click Add.

Option 2: Add Report

The Reports tab on the Visual Analytics page provides you with advanced options to configure reports. This page displays the list of scheduled reports, the schedule, creator, owners, and active status of each report. On the top of the page, you can see when this page was last updated.

1. Click the button.

2. In the +Add Report dialog box,

Enter a name for the new report.

Select the owners from the drop-down list. Only the owners of the report can edit the report.

Enter a description to explain the purpose of the report.

The Active toggle switch is automatically enabled which means you will start receiving reports for the dashboard as per the

schedule.

Under Report schedule, select the frequency at which you want to receive reports. You can select the day, week, month, year, and time(s) of the day when you want the report sent.

Select the timezone from the drop-down list.

Example
In the example screenshot above, the report is scheduled to

be sent every year from February to April, and August to

October on the 28th day of each month at 6 am and 6 pm,

Pacific Standard Time. If the date selected does not exist for

a month, then no report for that month. For example, if you

select the 30th day, then you will not receive a report in the

month of February.

3. Select the dashboard for which you want to receive reports and add the email address of the recipients.

4. Click Add.