Scheduled Instant Insights email reports allow you to automatically share dashboards with internal teams or external stakeholders by email, reducing the need to manually generate and distribute recurring reports. Reports can be delivered as PDF or HTML emails or shared through a live, read-only dashboard. You can also define reporting periods, configure delivery schedules, and manage recipients.
Scheduling an Instant Insights email report
To schedule an Instant Insights email report, open an Instant Insights dashboard and configure the report settings, recipients, and delivery schedule. Once saved, the report is automatically delivered according to the schedule you define.
Open an Instant Insights dashboard.
Select Generate, then select Scheduled Report.
Enter a Report name and optional Description. Configure the report settings described in the following table.
Setting | Description |
Report name | Enter a name for the scheduled report. This name is displayed in the Schedules list and included in the email recipients receive. |
Description | Add an optional description to provide context for the report. The description appears in the scheduled report email. |
Brand profile | Select a brand profile to apply branding to the generated PDF report. This will display your selected logo and theme color on the cover page. |
Include key insights | Choose whether to include key insights in the report based on the needs of your audience and the purpose of the report. |
Language | Select the language used in the report. |
Report period | Define the date range used for each report cycle. Available periods range from the last 24 hours up to the last 90 days. |
Recipients | Add internal or external recipients who should receive the scheduled report email. Recipients do not need to be platform users. |
Delivery frequency | Choose how often the report is sent: Once, Daily, Weekly, Fortnightly, or Monthly. |
Delivery day | For recurring schedules (weekly or monthly), select the day of the week or month the report should be delivered. |
Delivery time | Specify the time when the report email should be sent. |
4. Review the message below the scheduling options. It shows the next delivery date and time based on your selections. Confirm that the schedule is correct before saving the report.
5. After configuring the report settings, select Save and Close to create and activate the scheduled report. The scheduled report is added to the Schedules page, where you can view and manage all scheduled reports.
See Managing Instant Insights scheduled email reports for more information about managing schedules and viewing delivered reports.