Admins and managers can schedule a saved report to be sent to them on a specific cadence to access analytics.
Schedule a report
Navigate to Charts via one of the following options:
Managers: Navigate to Reporting > Charts
Admin: Navigate to Admin > Analytics > Charts
Create a saved view.
Select Share.
(Optional) Select further individuals or groups to send the scheduled report to.
Select Schedule.
Select a Frequency:
Daily
Once a week
On day: Choose a weekday
Once a month
On day: Choose first day of the month, last day of the month, or a custom cadence.
(Optional) Enter a Message for the recipients.
Select Share.
Note: Admins and managers will recieve an email notification on the scheduled day to view their report in Lattice.