Scheduled Reports for End User

This guide provides a straightforward process for setting up scheduled email reports, ensuring that users can easily automate their reporting needs

Please refer the below guide if email settings is not configured.

Email Settings for Scheduled Reports

Please refer this guide if email settings are not configured.

1. Generate the preview link:

• Navigate to your dashboard and click on “Share” icon.
• Turn on the “Schedule Email Reports” toggle and click on the “Generate Link” button
• Click on “Preview” button.

2. The dashboard will be displayed and click on “Scheduled Reports”

3. Create Schedule Email Reports:

• Enter the required details and click on “Save”
• Finally, the schedule email reports will be shared to your email ID.