How to create and schedule reports

Step 1: Access Custom Reports:

• Navigate to the “Reporting” section and click on Custom Reports.

• Select New Report to start building your report.

Step 2: Start from Scratch or Use an Existing Dashboard:

• You can either create a report from scratch or convert an existing dashboard into a report.

Step 3: Using the Report Builder:

• If starting from scratch, you’ll be taken to the Report Builder.

• At the top, you can rename your report to reflect its purpose.

Step 4: Customize the Cover Page:

• The first page of your report is the cover page, which you can customize or remove through the Page Properties menu on the right.
• Page Properties Options:
  • Upload your company logo.
  • Configure headers for each page.
  • Adjust the background color of the report pages.

Step 5: Adding Widgets,Sections and Themes:

• Once your cover page is set, click the + icon on the left to begin adding widgets.

• From the widget sidebar, upload or customize the widgets you want to include in the report.

• Use the Elements Menu to add titles and organize your report into sections for easy readability.

• Switch to the Themes section to configure one of the predefined themes or add your own custom theme to the report

Step 6: Managing Pages:

• To add a new page, click on the + icon at the top or bottom of an existing page.

• To see a list of all pages, click the Page Icon.

• Drag and drop pages to reorder them and rename them as needed for better organization.

Step 7: Download Your Report:

• When you’re done, you can download a PDF version of your report by clicking the Download button at the top.

Step 8: Save, Send, or Schedule Your Report:

• After creating your report, click on Save and then choose Send or Schedule.

Step 9: Configure Your Report’s Schedule and Delivery:

• Frequency: Set how often the report should be sent (daily, weekly, etc.).

• Time: Select the exact time for the report to be delivered.

• Date Range: Choose the data period to be included in the report.

• Comparison Trends: Toggle the “Compare With” option to add trends and comparison data.

• Sender Email: Customize the email address the report will be sent from.

• Subject: Add a subject line for the report email.

• Recipients: Enter the recipients’ email addresses.

• Optional Email Body: Add a custom message if needed.

Step 10: Send a Test Email:

• Before finalizing, you can send a test email to check how your report will appear to recipients.

Step 11: Final Step – Save and Schedule:

• Once everything looks good, click Save and Schedule to have your report automatically sent based on your configured schedule.