Overview
This article covers how schedule reports around a visualization.
Critical Concepts
- You can configure visualizations to automatically email reports to users.
- In the schedule configuration, you can specify the report format, schedule timing, email recipients, header, and body,
Steps to Take
Schedule a Report
- In Platform Analytics Experience, select the Data Visualization you would like to schedule a report on.
![screenshot of a new visualization being created](/sys_attachment.do?sys_id=8f11143b47d952503d68b0db016d43ec)
- Press the three dots on the top left, then Schedule.
![closeup of the share menu on a data visualzization](/sys_attachment.do?sys_id=5851587b47d952503d68b0db016d43ea)
Configuring the Scheduled Report
In the Schedule panel, you can configure who should be receiving the email, how often the receive it, the email body, etc.
![screenshot of a scheduled reporting options](/sys_attachment.do?sys_id=23b15cfb47d952503d68b0db016d430b)
- Under File to Export, you can configure the filetype (PDF, PNG, JPEG) the Page Format (Letter, A4, A3), and the Orientation of the report.
- Under Email Schedule, you can configure how often to send this email.
![screenshot of a scheduled reporting options, with monthly selected](/sys_attachment.do?sys_id=ce221cbf47d952503d68b0db016d43b2)
- Under Email Details, you can set the recipients, the email header, and email body of the sent report.