Scheduling an Insight report allows it to be sent at repeated frequencies to an XD User via an email link.
To schedule a report to send to specific employees, watch the video or follow the steps below:
Go to the Home tab or Admin Area tab on the Insight Dashboard.
Search for the report you want to share.
Expand the 3-dot menu and click View.
Expand the Actions menu and click Share/Schedule.
Click the Schedule tab.
Fill in the schedule details below:
Field | Description |
Start Date | The date from which the report starts to send. |
End Date | After this date, the report is no longer sent. |
Schedule Frequency | Select if the report is to be sent By Minute, Hourly, Daily, Weekly, Monthly, Yearly. |
Recur Every | This is directly linked to the schedule frequency e.g. If weekly, select the weekly recurrence e.g. every 1 week, every 2 weeks. |
Time | Only required for Daily, Weekly and Monthly frequencies |
Day(s) if required | Only required for Daily, Weekly and Monthly frequencies. Select days required. Multiple days of the week can be selected e.g. you could choose to send on a Monday, Wednesday and Friday only. |
Run report at scheduled time | This refreshes the data on the report at the stated time and day. |
Click Save.
📌Notes:
It is recommended to schedule reports to send outside of your normal business hours.
If you want to see the data at a point in time i.e. At 7am: the report runs to show the snapshot at that point in time and cache the data so you the data as of 7am.
A report can only be scheduled for a max of five people, if running at a specific time.