HOW DO I SET UP SCHEDULED REPORTS?

Scheduled Reports

Scheduled reports offer you the convenience of receiving essential data at predefined intervals. By automating this process, you ensure that critical insights are delivered to you without manual intervention.

Request Setup of a Scheduled Report

Reach out to the Support team to set up scheduled reports tailored to your specific needs. Be sure to include as much information in your request as you can including the suggestions below:

• Define Report Parameters

  • Collaborate with the support team to define the key parameters of your scheduled report, such as the report template and frequency.

  • Specify the data sources, filters, and any specific insights you want to include in the report.

• Choose Delivery Method

  • Identify the SFTP site that should receive the scheduled report. Ensure that you provide accurate SFTP account and server details for seamless delivery.

Advantages of Scheduled Reports

• Effortless Delivery: Scheduled reports eliminate the need for manual report generation, providing you with timely insights without the hassle of constant monitoring.

• Time Optimization: By automating the report delivery process, you save valuable time that can be allocated to other strategic initiatives.

• Consistent Information: Regularly receiving scheduled reports ensures a consistent flow of insights, enabling you to make informed decisions based on up-to-date data.