To get the Insights Report sent to you on a regular basis, just set your preferences to get a Recurring Report. Set up your report in just a few easy steps.
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Go to the Insights page
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Select workspace/s
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Click “Set”
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Edit the default email subject by clicking on the text or the edit icon
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Choose “Recurring”
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Select your preferred frequency to choose how often you’ll receive the report
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Select recipients
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The first list of recipients includes the company admins
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The second list of recipients includes the users of each workspace you selected
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Note: if you select more than one workspace, then you can only send the report to those who are members of all selected workspaces
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Click schedule
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The scheduled report will now appear on the Scheduled Insights list, and the recipients will receive it in their inbox according to the frequency you defined.
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You can edit the report at any time by clicking the pencil icon
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You can send the report to all recipients manually whenever you want by clicking the envelope icon
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To stop sending the report, click the trash icon
Note: this will stop sending the report to all recipients
