Schedule it

A report you have to remember to open is easy to forget. A schedule mails it for you: every week or every month, to the teammates you pick.

What you can schedule

You can schedule two things:

• A saved report that you made. Open it from your Analytics page.
• A dashboard, from Analytics › Dashboards.

Look for the card Email this report (or Email this dashboard) next to the chart, and press Set up. If you opened someone else's shared report, save your own copy first. Only a report's owner can schedule it.

Choose how often and who gets it

1. Under Send, pick how often:
   • weekly on Mondays covers the week that just ended, Monday to Sunday.
   • monthly on the 1st covers the month that just ended.
2. Tick the teammates who should get the mail. You can pick up to 25 people.
3. Press Start sending.

Each mail covers a finished period, never a half-done one. A Monday mail doesn't try to report on a week that has only just started. If a send day is missed, the mail goes out a day or two later and still covers the same week or month.

Everyone sees only their own numbers

One schedule doesn't send one identical mail to everyone. Each person gets the numbers they are allowed to see:

• A member gets their own book.
• A manager gets their team: themselves and everyone who reports to them.
• An admin gets the whole team.

So you can put the whole sales team on one schedule. Nobody will see a colleague's book they couldn't already open in KretaOS.

Change or stop it

Once a schedule is running, the card shows how often it sends, how many people get it, and which period was sent last. Press Set up to change the timing or the people, then Save changes. To end it, press Stop, then Yes, stop. Nobody gets that mail again. The report itself stays where it was.

When someone leaves the team, they are taken off every schedule as part of the handover. Nobody has to tidy the lists by hand.

Try it

1. Open Analytics and open a report you saved.
2. In the Email this report card, press Set up.
3. Choose weekly on Mondays, tick yourself, and press Start sending.
4. Next Monday, check your inbox for last week's numbers.