To schedule a report click on the ellipses at the top right of the dashboard. From the pop up, select schedule delivery. Note, this will be the same process for Flowcode and Flowpage Analysis.
Once this is done, a new window will populate prompting you to select from three tabs: settings, filters, and advanced options.
On the settings tab, edit the fields to best fit your needs. Here you can adjust the following:
Destination (Email, Webhook, Amazon S3, SFTP)
Format (CSV zip file, PDF, PNG visualization )
Filters (Flowcode Analysis View):
The filters tab will have you confirm the following filters:
Flowcode Creation Date
Account Owner Email
Here you can edit all 5 fields, or leave the inputs set to the default settings (all time data/values over the last 180 days). This customization will depend on your reporting needs.
The advanced options tab will allow you to add more customization options to your scheduled reports. Features here include:
Expand tables to show all rows
Arrange dashboard tiles in a single column
Once you complete the scheduling flow, the test now option is a great way to double check that all of your settings are saved and if the report is set correctly based on your reporting needs. If you need assistance please reach out to[email protected].
Please note the test now option will send a sample report to all of the emails listed previously in the settings tab under destinations.
Once you have updated settings, filters, advanced options and tested your report, hit Save. After saving your scheduled report, you will begin receiving reports based on the cadence specified in the setting tab.
If you are experiencing issues with your dashboards, reach out to [email protected]