7. Generating Reports
Last updated
Last updated
Go to "Settings & Reporting" -> "Reporting". Click on the "+Report" button or click three dots on the right side of the grid to edit the default report.
With "+Report" and "+Text" buttons, users can add or remove specific results. Also, users can change the sender information too.
The "+Report" button shows the list of the analysis type. Some options are shown down below.
Define which user(s) or group(s) will get this report by email. If they are already defined on the portal, they will get the e-mail otherwise they just added and waiting for the confirmation.
Change the header logo and footer if needed.
Click on the "Reload" button to see the final form of the report. Click on the "Save" button.
Click on the three dots on the right and click on "Schedule Report" and after that "Generate Report". Schedule the report by editing intervals. Click on the "Send Now" button. Users will get the report by e-mail.