Scheduling reports

Use the Scheduler page to view and manage the schedules set for sending reports of custom or pre-defined dashboards, or widgets.

You can access the Scheduler page by clicking the icon available on the left pane in Insights. Scheduler displays the available schedules. You can click to search for a schedule.

In Scheduler, you can do the following:

Create new schedules
Update schedules
Delete schedules

Note: In Scheduler, each tenant can create a maximum of twenty schedules.

While creating or modifying a schedule, you can do the following:

Enter a schedule name that helps users understand the reports they receive.
Choose to send reports daily, weekly, or monthly.
Add additional information tailored to the recipient.
Secure the reports with a strong password.
Include dashboards or widgets for deeper insights.

Depending on the schedules, Scheduler sends reports to specific email addresses. You can download the pdf and csv files attached in the mails to view the reports. If the files are password protected, you must enter the password to view the reports.