Send or Schedule a Saved Look

Send data quickly and easily or schedule a dashboard/report to be delivered daily, weekly or monthly.

  1. Navigate to the dashboard/report that you would like to send or schedule.

  2. Click the settings icon and click Send or Schedule depending on your preference

  3. Complete the form and click Send or Schedule

 

A few notes:

  • if you are emailing the report, the recipient does not have to be an Enterprise user
  • you are able to add filtered views to be sent/scheduled by setting the filter in the send/schedule form