Settings: automatic reports

🎯 Overview

The Automatic Reports page provides a centralized list of all scheduled reports across the account. These reports are generated automatically from dashboards and delivered to specified recipients at defined intervals.

📑 Report Details

Each automatic report entry includes:

• Dashboard — the source dashboard for the report.
• Frequency — how often the report is sent (e.g., daily, weekly, monthly).
• PDF — has attached PDF version of the report.
• Recipients — list of email addresses receiving the report.

📑 Features

• Reports are generated automatically based on the selected dashboard.
• Frequency can be customized (e.g., daily, weekly, monthly, specific day/time).
• Reports are delivered with optional PDF attachments to recipients.
• All automatic reports are visible to all users in this page, ensuring transparency across the account.

⚙️ Workflow

1. Navigate to the Automatic Reports page.
2. Review the list of existing reports.
3. Check details such as dashboard, frequency, recipients, and PDF availability.
4. Remove redundant automatic reports.
5. Reports are automatically sent to recipients at the scheduled time.

⚠️ Key Notes

• Automatic reports are visible to all users, regardless of who created them.
• Reports are tied to dashboards — changes in dashboards affect the reports.
• Recipients must have valid email addresses to receive reports.
• Frequency and recipients can be adjusted when configuring the report.