Standard report scheduling on overview, metrics and funnels page
You can schedule raw reports available on the Overview, Metrics, and Funnels page for export as email alerts.
To schedule and download all of your analytics as reports, follow the steps below:
Open Insights > Overview.
To download individual reports, click on the Export report button next to the analytics.
To schedule a report to receive email alerts, click Schedule report.
On the side panel, configure the following:
- Frequency: You can choose hourly, weekly (select the days of the week that the report needs to be sent on), monthly or quarterly (choose timezone and dates).
- Email: Specify the email IDs of the recipients to which the report needs to be sent. You can add up to a maximum of 10 email IDs (they can also be external to your organization).
- Subject: Subject is pre-filled with the report name.
- Message: Type in a message that you want to add to the body of the email.
- Frequency: You can choose hourly, weekly (select the days of the week that the report needs to be sent on), monthly or quarterly (choose timezone and dates).
After configuring the details, you can send a test email to check if the format of the email is as expected, this test email is sent out to the entered email idea.
Click Save. This report will be sent to the respective email IDs as per the schedule.
Expect a few minutes of delay when sending a large file.