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.