How to setup automatic reports

Blanca Castillo
Blanca Castillo
  • Updated

Where can I find it?

Reporting > Saved Reports > Private/Public

 

What does it mean?

In this section, you can set up the automatic generation of your report on a daily, monthly or yearly basis.

 

What shouldI do?

The first step is to create a report template

Next, navigate to Reporting > Data Export, where you will need to:

  • Select the timeframe in 'Calendar'. In our example we have selected 'last month'.

  • In the 'Filter' tab you can add a filter

  • Select the appropriate template and included items in the 'Export' section.

 

After that, enter the report name and description (optional) in the 'Saved reports' section, where you can also find previously saved reports.

 

Please note that the report is private by default, only be accessible to you. If you select this option, the report will be public for all back-office users. Finally, don't forget to click on 'Save'.

 

Now, go back to Reporting > Saved Reports > Private/Public, in our case is private, and you'll find your report there, click on 'Edit'.

 

Activate your report and insert an email address where you would like to receive the report. You can add as many email addresses as you wish, separated by a comma (,). Now configure when and how often you would like the report to be sent. Do not forget to save changes.

 

 

IMPORTANT: Keep in mind, that the automatic generation of the report only works with relative time frames. This means that a custom selected time frame won’t work.

In this example, the report will be sent to blanca.castillo@palisis.com every 4 weeks on Mondays at 10:00am.

By clicking on Send now you can manually send the report immediately.