In Instant Insights, you can manage email report schedules and work with delivered dashboard reports across the Schedules and Downloads pages.
You can:
Review scheduled report settings and recipients.
Pause, resume, edit, or delete report schedules.
Open the dashboard associated with a schedule.
View delivered reports from an email.
Access previously delivered reports.
Unsubscribe from report emails.
Regenerate, star, or archive delivered reports
Viewing scheduled reports details
To view scheduled reports details, open the Schedules page in Instant Insights. From this page, you can review existing schedules and see which recipients are included in each report.
In the Instant Insights dashboard, select Schedules from the left-hand side.
Review the details of saved scheduled reports.
To view the recipients for a scheduled report, hover over the recipient count in the Recipients column. A tooltip displays the recipients included in the schedule.
Pausing or resuming scheduled reports
To pause or resume a scheduled report, use the schedule controls available on the Schedules page. Pausing a report stops future deliveries until the schedule is resumed.
Hover over the scheduled report that you want to pause or resume, then select the pause icon button that appears. The scheduled report is paused and removed from the Schedules list.
To view or reactivate it, enable Show inactive schedules.
Select the play icon to resume the schedule. Report deliveries resume according to the configured schedule.
Editing Scheduled Reports
To edit a scheduled report, open the report from the action menu and update the required settings. Changes are applied when you save the report.
Select Edit from the action (⋮) menu.
The Edit Scheduled Report screen opens. Make the required changes, then select Save and Close.
Viewing scheduled report dashboard
You can view a scheduled report dashboard by opening the associated dashboard from the action menu. The dashboard displays the latest available report data and visualizations.
Select Show from the action (⋮) menu.
The dashboard opens in Instant Insights, where you can view the latest report data and visualizations.
Viewing delivered scheduled reports
To view a delivered scheduled report, open the report from the delivery email. Delivered reports can be viewed as a live dashboard, an HTML report, or a downloadable PDF. The report date range is based on the Report Period selected in the scheduled report settings.
Option | Description |
View Dashboard | Opens a public, read-only version of the live Instant Insights dashboard. |
View Report | Opens the HTML version of the dashboard report. |
Download Report | Downloads the PDF version of the Instant Insights dashboard report. |
Viewing the recently delivered reports
To access recently delivered reports, open either the Schedules page or the Downloads page in Instant Insights. Both locations provide access to previously delivered reports.
From the Schedules page
From the Instant Insights > Schedules page, hover over the schedule row to display the download PDF icon. Select it to open the most recently delivered report.
Note: The Download PDF option appears only after at least one report has been successfully generated and delivered.
From the Downloads page
From the Instant Insights > Downloads page, hover over the schedule row to display the download PDF icon and select it to open the most recently delivered report.
To view the HTML version of the report, select the open report icon next to the download PDF icon.
Note: The Downloads page stores previously generated reports, allowing you to access and download them again at any time.
Deleting Scheduled Reports
To delete a scheduled report, use the Delete option from the action menu. Deleting a schedule permanently removes it and stops all future deliveries.
Select Delete from the action (⋮) menu.
In the confirmation dialog, select Delete to permanently remove the scheduled report, or Cancel to keep it.
Unsubscribing from scheduled report emails
To unsubscribe from scheduled report emails, contact the report owner and ask to be removed from the distribution list. The report owner's name is included in the scheduled report email.
Regenerating delivered scheduled reports
To regenerate a delivered scheduled report, use the Regenerate action from the Downloads page. Regeneration creates a new version of the report using the current dashboard settings.
Starring delivered scheduled reports
To star a delivered scheduled report, use the Star action from the report menu. Starred reports are added to the Starred section for easier access.
In Downloads page, select the more actions (⋮) menu next to the report and select Star.
The report is marked with a star icon for easy identification.
The report is added to the Starred section of the Reports tab for quick access.
Archiving delivered scheduled reports
To archive a delivered scheduled report, move it from Downloads to Archived using the Archive action. Archived reports remain available and can be restored later if needed.
Select Archive from the more actions menu to move a report from Downloads to Archived.
In the confirmation dialog, select Archive. The report is moved to the Archived section of the Reports tab and no longer appears in Downloads.
Note: In Archived, under the Reports tab, select Unarchive from the more actions (⋮) menu to restore an archived report to Downloads.
See Scheduling Instant Insights dashboard reports to create and configure scheduled reports.