Do you want to receive entire insights dashboards or individual charts with the latest data in your email box? Then easily schedule email delivery.
For an entire insight dashboard :
(optional) Filter the dashboard. Filters will be applied to the dashboard before it’s sent out.
Click on the 3 dots on the right side of your screen and choose “Schedule emailing”:
Click on “Add schedule”
To: recipient of the data dashboards
Subject: choose a subject of the email
Message: you can add a message for the recipient
First occurrence: from what date you wish to send the first email
Repeats: Emails can be sent - Daily, Weekly on Tuesdays, Monthly on the fourth Tuesday, or custom.
Schedule: confirm and start receiving all the data in your (or someone else’s) mailbox!
For individual chart :
Filter the dashboard (optional). Filters will be applied to the dashboard before sending each report
Click on the three dots for given insight and choose “Schedule export”
Fill in the information below:
To: Recipient of the export email, add the individual(s) you would like to send the insight to
Subject: Subject of the email to be sent regularly
Message: Body/Message of the email to be scheduled to sent regularly
First occurrence: Choose when you would like to send the first email
Repeats: How often the email should be sent
Confirm by clicking on the “Schedule” button - clicking this button will set up the schedule.