Overview

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This article covers how schedule reports around a visualization.

Critical Concepts

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• 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

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Schedule a Report

1. In Platform Analytics Experience, select the Data Visualization you would like to schedule a report on.
   
   
   
2.  Press the three dots on the top left, then Schedule.
   

 

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.

1. Under File to Export, you can configure the filetype (PDF, PNG, JPEG) the Page Format (Letter, A4, A3), and the Orientation of the report.
2. Under Email Schedule, you can configure how often to send this email.
   
   
   
3. Under Email Details, you can set the recipients, the email header, and email body of the sent report.