To schedule a report, please follow these steps:
- Launch any report in the Report section.
- Click the export button (downward facing arrow) at the top right of your screen.
- Select "Schedule" from the dropdown menu.
- Choose your report category from the available options, then select the report you would like to schedule from the dropdown menu.
- Select your desired file format from the available options.
- Choose "Schedule" to send the report automatically via email.
Alternatively, choose "Schedule to Slack" to send the report automatically to a Slack channel. To connect a Slack account, please refer to the following article:
- Choose whether you would like the report to be sent daily, weekly, or monthly and specify the time for the report to be sent. If you chose a weekly interval, specify a day of the week. If you chose a monthly interval, specify a day of the month.
- If you chose "Schedule", enter the emails for the report to be sent to, separated by a comma. If you chose "Schedule to Slack", choose the Slack channel for the report to be sent to.
- Click the "Schedule Now" button to confirm.