Skip to main content
Our insights scheduled reports allow you to get snapshots of your custom dashboards, delivered to whoever you need on a regular cadence. Reports are delivered to Slack channels or by email. To create a scheduled report, navigate to the custom dashboard that you’d like to send (or create a new custom dashboard). Click the ⋯ menu in the top right, then Schedule report, and the drawer will open. Enter the slack channels or email addresses of the people you’d like to send the report to and select how often you’d like to receive the report.
You can send insights reports to a slack channel(s) and/or any email address, inside or outside of your organization.
Click Send a test report, below the schedule, to send a test report to your email address. Be aware that test reports can take a few minutes to arrive. If you’re happy with the results, click Schedule and your report will be sent according to your selected schedule.
The Schedule a report drawer on a custom dashboard, with Slack channel and email delivery options and a daily 09:00 London schedule
You can only send scheduled reports for custom dashboards. Core dashboards (those that appear as tiles on the insights homepage) are not supported. If you want to schedule a report based on a core dashboard, you can create a custom dashboard with the same panels as the core dashboard you’re interested in and schedule it as above.