Scheduled
Last updated
Last updated
Scheduling Reports and Dashboards ensures you and your team stay updated on a regular basis. To set up a schedule:
1. Scheduled Reports: Select Scheduled from the menu on the Home Page.
2. Scheduled Reports: Click the Add New button.
3. Define Schedule: 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.
4. Select Recipients: Choose who will receive scheduled report or Dashboard updates via email or within the platform.
5. Save Schedule: Confirm and save schedule settings. The report or Dashboard will be automatically updated and sent according to your specifications.
