Scheduling FAQs
How do I schedule a report or dashboard?
To schedule a report or dashboard, navigate to the specific report or dashboard you want to automate. Look for a "Schedule" option or icon, usually located in the top right corner or within the sharing settings. Follow the prompts to set your desired schedule frequency, delivery time, and recipients. For a detailed guide, please refer to our scheduling documentation.
What scheduling options are available?
DataReportive offers flexible scheduling options, including one-time sends, daily, weekly, monthly, and quarterly schedules. You can customize the specific days and times for your deliveries.
Can I send scheduled reports to multiple recipients?
Yes, you can specify multiple individual users or user groups as recipients for your scheduled reports and dashboards.
What file formats are supported for scheduled reports?
When scheduling reports, you can typically choose to send them as PDF files, images (PNG), or as data attachments in CSV or Excel format, depending on the report type and configuration.