Keep your stakeholders informed effortlessly with Scheduled Reports. This new feature lets you automate the delivery of critical analytics data directly to their inboxes, even if they don't regularly use the Flowcode platform. No more manually exporting and sending reports; Scheduled Reports handle it all for you.
What Are Scheduled Reports?
Scheduled Reports empower you to automatically generate and send PDF and CSV reports based on your organization, workspace, and flow-level analytics. This means you can regularly share performance insights with team members, clients, or other stakeholders without any manual effort. It's all about making data sharing seamless and efficient, allowing you to focus on what matters most.
Key Benefits
Improved Communication: Ensure all relevant parties have access to up-to-date analytics.
Enhanced Collaboration: Foster data-driven discussions and decisions.
Time-Saving: Eliminate the need to manually export and send reports.
Accessibility: Share insights with non-Flowcode platform users.
How It Works
Scheduling a report is straightforward. You can initiate a scheduled report directly from the organization-level, workspace-level, or the flow-level analytics pages.
Once you're on the desired analytics page, click the "Export" button at the top right of the platform and select "Schedule a report":
Next, you will be directed to the below experience where you will fill out the scheduling details from report name, to file type, to delivery time and intervals to the recipients:
Once you click "Schedule", the system will then take care of the rest, automatically sending the reports on your behalf.
Managing Your Scheduled Reports
You'll also have complete control over your reports after they've been scheduled. If anything changes, just go back into the "Export" function at either the Org Level, Workspace Level or Flow Level where you can easily modify existing reports, allowing you to update recipients, adjust schedules, or even change the report type. This ensures your information sharing remains efficient and relevant as your needs evolve. With Scheduled Reports, keeping everyone in the loop on your Flowcode performance has never been easier.