How to Schedule Email Reports for Your Enterprise Dashboard

You can schedule your Enterprise Analytics dashboard to be sent to your inbox or your team's inbox automatically. Choose how often you want to receive the report, add your recipients, and you're done.

Before You Start

You'll need access to the Enterprise Analytics dashboard you want to schedule reports for, and the email addresses of anyone you'd like to receive the report (you can add up to 10 recipients).

Step 1: Open the Dashboard

Go to Enterprise Analytics and open the dashboard you want to receive by email.

Step 2: Click Schedule Email

In the top-right corner of the dashboard, click Schedule Email.

You'll see three steps:

1. Add Recipients

2. Schedule

3. Review

Step 3: Add the Recipients

Add the people who should receive the report.

1. Enter an email address in the Email recipients field and press Enter.

2. Repeat this for any other recipients.

3. You can also select existing team members from the dropdown.

4. Once you've added everyone, click Next.

You can add up to 10 recipients.

Step 4: Set the Schedule

Choose how often you want the report to be sent:

• Daily — Receive the report every day.

• Weekly — Receive the report once a week on the day you choose.

For a weekly report, select the day and time when you want it to be sent.

You can also choose the time zone and set the delivery time using the clock picker.

Once you're done, click Next.

Step 5: Review and Schedule

You'll see a summary of your recipients and the schedule you've selected.

Check the email addresses, day, time, and time zone. If everything looks right, click Schedule Email.

That's it. The report will be sent automatically based on the schedule you selected.

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What You'll See in the Scheduled Report (New)

Scheduled reports include the data from your selected dashboard along with its available visuals, such as:

• Charts

• Graphs

• Funnels

• Tables

This gives you a quick view of your dashboard directly in your inbox, without needing to open Enterprise Analytics. You can also share the scheduled report with your team so everyone can review the same dashboard information from their inbox.

Why this is useful

You don't need to open Enterprise Analytics every time you want to check your numbers. The report gives you the same visual context you'd see on the dashboard, directly in your inbox. You can also share the report with your team without asking everyone to open the dashboard separately.

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Manage Your Scheduled Report

You can come back to the Schedule Email option if you need to change the recipients or update the schedule. If you no longer need the report, you can also remove the schedule.

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Frequently Asked Questions (FAQs)

1. How many recipients can I add to a scheduled report? You can add up to 10 email recipients to a scheduled report.

2. How often can I send a scheduled report? You can schedule reports to be sent daily or weekly.

3. What does the scheduled report include? The report includes the data from the selected dashboard along with its available charts, graphs, funnels, and tables.

4. Can I change the recipients after scheduling a report? Yes. Open the dashboard, click Schedule Email, and update the recipients as required.

5. Can I change the delivery time or schedule? Yes. You can update the schedule, including the frequency, day, time, and time zone.