Schedule reports
Scheduling reports allows you to automate the process of generating and distributing reports to stakeholders on a regular basis. By setting up a schedule, you can ensure that the right people receive the most up-to-date information without manual intervention, keeping everyone informed and aligned with the most recent data insights.
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Go to Analytics > Dashboards and select the dashboard.
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From the Schedule and Send drop-down, select Add new.
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Enter the requested information:
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Select the format for the report; PDF or PowerPoint.
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Select Password protected .zip file and enter a password if you want to make the report password protected. (optional)
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Enter the recipient email addresses and enter you email title and message.
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Select the schedule details.
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Click Save.