Menu

Manage and Schedule Reports

Overview 

Your saved reports can be found in Saved Reports section. From here, you also can create report schedules. 

savedmanage.png

Manage Reports

Select "Saved Reports" from the menu, to open the page which manages all of your saved reports. Below is an example describing the functionalities you can do on a saved report.

manage1.png

 Select action you want

  • Schedule: check this article for details of scheduling report
  • Embed: Copy the generated script and embed the report onto your website
  • Run Report: Open the report 
  • Edit Report: Rename the report
  • Delete Report

Show/Hide the report in the menu: tick the checkbox on which reports you want to be displayed in the Saved Reports dropdown.

showinmenu.png

Schedule Reports

From Manage report page, click the Clock icon  to open the  Report Schedule dialog.

schedule1.png

To email your report to yourself or others, enter the recipients (separated by semicolon) for the report and select how frequently you'd like to generate the report.

schedule2.png

 

Subscribe To Our Blog
Powered by Zendesk