Share your Report (Look)

  • Updated

Once you have created your Report, you can share it externally via email. 

 

 

How to share your Report immediately

  1. Under Insights, go to the Saved Reports > My Reports >  Switch from Dashboards to Reports
  2. Open the Report you want to share
  3. Tap the icon
  4. Tap Schedule
  5. Enter your recipients email address
  6. Send Test
 

 

Schedule when to share your Report 

You can also configure the report to be sent automatically following a set schedule that you define on a monthly, weekly, daily, hourly or minute schedule. 

  1. Under Insights, go to the Saved Reports > My Reports >  Switch from Dashboards to Reports
  2. Open your Report that you want to share
  3. Tap the icon
  4. Tap Schedule 
  5. Set Deliver this scedule as desired
  6. Under the Filters tab is set up how you would like data to filter
  7. Under the Advanced Options tab make sure you have your "Timezone" set to your correct timezone, as this defaults to UTC
  8. Save All

  

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