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Analytics Reports

Use the Reports tab to schedule recurring dashboard deliveries. Schedule reports send dashboard data to selected recipients without requiring them to open Analytics.

When you open the Reports tab, the page header shows the total number of scheduled reports. If you have not created a scheduled reports, the page displays a No scheduled reports yet message and prompts you to create one.

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Create a scheduled report

Create a scheduled report to deliver a dashboard at recurring intervals. The New scheduled report wizard guides you through four steps: Artifact, Schedule, Recipients, and a final Review step.

  1. In the upper-right corner of the Reports tab, click New report. If no reports exist, you can also click New report in the center of the page.

  2. In the Report name field, enter a name for the report, for example, Weekly NOC review.

  3. In the Dashboard field, search for and select the dashboard to deliver. Click Next.

  4. Under Frequency, select  Hourly, Daily, Weekly, or Custom. See Schedule frequency options for details. Click Next.

  5. In the Recipients field, search by name or email address, and select each recipient. Click Next.

  6. Edit the Email Subject and Body, then choose the Output Format (PDF, PNG, CSV, or XLSX).

  7. Review all of the report details, and click Create Report.

Schedule frequency options

In the Schedule step, the Frequency setting determines how often the report is delivered and which timing fields appear.

Frequency

Delivers the report

Timing fields

Hourly

Every hour.

Timezone.

Daily

Once each day.

Hour and timezone.

Weekly

Once each week, on the selected day.

Day, hour, and time zone.

Custom

According to the cron expression you define.

Cron expression and timezone.

Manage reports

All active and paused reports appear in the Tasks tab. The following details about each report is available: 

Field

Description

Task

Report name

Artifact

The type of artifact sent in the report. (For example, Dashboard)

Context

The dashboard sent in the report

Schedule

The frequency at which the report will be sent

Next Run

When the next report will be sent

Last Run

The last time the report was sent

Status

Whether the report is Active or Paused.

Preview

View a preview of the report that will be sent. 

Actions

The following actions can be taken on a report:

  • Run now: send the report now

  • Pause: pause the report. Pausing a report will prevent it from being sent

  • Edit: make changes to the report

  • Delete: permanently delete the report