You can now schedule Insight Reports to be sent to your Email ID.
Follow the below steps to schedule a report:
1. Go to the desired Dashboard that you want to receive as an exported report, click the three dots at the right toolbar and select the PDF format to receive the report (Even though CSV/ Excel/ PDF/ Image are displayed in the drop-down, currently only PDF works).
2. Alter the Document & Chart settings as needed, and click Create scheduled report.
3. Enter the parameters for the report under Schedule settings.
Report Name - of your choice
Report Language - currently available are English & Japanese (others will be added in phases)
Frequency - one out of the following
Please note that the scheduled reports can currently be sent only at 3 AM.
Start Date - Appears only if Once is chosen in Frequency. Default is today but you can select any future date.
Start Time - Appears only if Once is chosen in Frequency. Can be set to any future timeslot (with 1-hour gap).
Date Range - Default is 28 days but can be changed to any value from the drop-down list.
Send to - The Email ID of the logged-in user is added by default, more IDs can be added by simply entering them in the field.
4. Click Schedule export.
The following message will be displayed.
You should now receive scheduled reports as per the settings.