Scheduling Analytics Reports

Roles: Admins, Authors


Scheduled reports allow you to automate analytics reports on a cadence of your choosing. Adjust the filters to make the reports specific to certain teams within your account or specific time frames. You can leverage this data to understand trends in usage, popular search results, adoption metrics, all within a timeline that's most helpful for you.

How to schedule an Analytics Report:

To create a scheduled report, navigating to the cog in the top right hand corner of the dashboard you want to export.
image.png

  1. Name your scheduled report at the top field

  2. Select how you would like it received (email or webhook)

  3. Assign recipients by emails

    1. You can choose to add in a custom message that will be sent alongside the report

  4. Choose the format: PDF, Visualization. or CSV ZIP File

  5. Choose the frequency and time of day you want the report to be sent to you.

  6. Choose the filters with which it will pull the data.

    1. For example: If Group is equal to Sales Reps - you will only receive data for the users in the Sales Reps Group

  7. Click Save All

    image.png