How to Schedule a Report

You can schedule reports based on your customized filters, for example, if you're working with marketing or sales you maybe have an interest in seeing different results in your weekly reports. This you can do under Settings, (also this is the place to edit and manage existing reports) or use the shortcut button under the Insights section. 

How to schedule reports

Note: Reports can only be scheduled on custom segments. If you haven't already, read this guide first on how to create segments

1

Click on Settings in the left menu, then click "Add report".

2

Choose what user that should receive the report, what day or days it should be sent on, and finally what segment you want to report on. Press Save.

3

Congratulations, the set up for your report is now complete!


Scheduling can also be done directly in the Insights- or People view by pressing the Report icon on the right.

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