Admins and managers can schedule a saved report to be sent to their email on a specific cadence to access analytics without logging into Lattice.
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 the Schedule
icon.
- 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
- Select Schedule report.