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.
-
Go to the Insights page
-
Select workspace/s
-
Click “Set”
-
Edit the default email subject by clicking on the text or the edit icon
-
Choose “Recurring”
-
Select your preferred frequency to choose how often you’ll receive the report
-
Select recipients
-
The first list of recipients includes the company admins
-
The second list of recipients includes the users of each workspace you selected
-
Note: if you select more than one workspace, then you can only send the report to those who are members of all selected workspaces
-
-
Click schedule
-
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.
-
You can edit the report at any time by clicking the pencil icon
-
You can send the report to all recipients manually whenever you want by clicking the envelope icon
-
To stop sending the report, click the trash icon
Note: this will stop sending the report to all recipients