This article will outline how reports can be scheduled to be sent to you and/or your staff daily/weekly/monthly.
In this Article
Scheduling Report Delivery in 'Insights' Reports
You can schedule reports and dashboards to be sent to you or your staff repeatedly by email.
To do this, click the 3 dots in the top-right corner, then select Schedule delivery.
Start by giving your report a Name. This will be the subject of the email and the name of the attached file.
Then, choose how often you would like to receive this email under the Recurrence settings, enter the email addresses you wish to send the report to, pressing the Enter key on your keyboard after each email address.
Then, choose your preferred Format.
Next, under the Filters tab, verify that your filters are set the way you want them.
As an example, if you want to receive an email on the 1st of every month with data on the previous month's performance, Schedule the Recurrence to Monthly on the 1st, and set the Date filter to Previous Month.
Next, under Advanced options, set a Custom Message. This message will be included in the body of the email that is sent. If you're scheduling this email for your team, you can add information about what is attached.
Finally, click Test now to send yourself a preview of the email. The sender of the email will be listed as noreply@lookermail.com
Example Email:
Viewing and Editing/Deleting a Scheduled Delivery
To edit, duplicate, or delete an existing scheduled delivery, click the 3 dots icon in the top-right corner of the dashboard or report > click Schedule delivery > If there are any existing schedules for that report or dashboard, you will see them listed.
Click the 3 dots beside the schedule you wish to amend, then choose what you want to do.
Scheduling Report Delivery in 'Additional Reports'
Go to Manager > Reports > Additional Reports
Select the report you wish to send.
Before scheduling the report, you may want to apply some filters to the report. For example, if you're sending a financials or a commission report to a specific staff member, make sure to enter their name in the Staff filter. This way the report will only show information for that specific staff member.
When you're ready, press the Schedule button.
Enter the email address you wish to send it to, and select the Frequency you wish to receive it - Daily, Weekly, or Monthly.
If you select Weekly, you will need to specify which day you wish to receive it. The report will be generated for the previous week up to and including that day.
If you're sending individual reports to each of your staff members, repeat this process once per staff member.
Note: Filters applied to a report before scheduling will be applied to the scheduled report. For example, if you filter a staff report, it only shows information relevant to the staff member being sent.
If you ever need to stop/delete a scheduled report, check out this guide to find out how..