Scheduled

Scheduling Reports and Dashboards ensures you and your team stay updated on a regular basis. To set up a schedule:

Select Scheduled from the menu on the Home Page

Set the frequency (e.g. daily, weekly, monthly) and a specific time you want the report to be generated and sent and enter the SQL query.

Select Recipients: Choose who will receive scheduled report or Dashboard updates via email or within the platform.

Confirm and save schedule settings. The report or Dashboard will be automatically updated and sent according to your specifications.