How-To

Customer Email

Subject: Can I set up automated reports for my team?

Hi,
I’d like to send a weekly performance report to my team without doing it manually each time. Is there a way to automate that in the dashboard?

Thanks,
Anika

Response

Subject: Automating Weekly Reports – Here’s How

Hi Anika,

Yes—you can absolutely automate those reports. Here’s how to set it up:

  1. Log in to your dashboard
  2. Go to the Reports tab
  3. Select the report type (e.g., “Team Performance – Weekly”)
  4. Click “Schedule Report” in the top-right corner
  5. Set your preferred delivery time and recipients
  6. Choose the format (PDF or CSV), then click Save

Your team will now receive the report automatically every week.

If you’d like a test run or want to adjust filters (like KPIs or date ranges), I’m happy to walk through it with you.

Best,
Grace
Typos = me typing around a cat. Thanks for understanding.
—Tiger, Head of Interference