How to Schedule and Export Insights Reports
Aishu Leitz
|
17 steps
|
44 seconds
Robinpowered
1
Navigate to [https://dashboard.robinpowered.com/robin/insights/dashboard/3LSKQqqwtp3oJAOpfth5Pg?campus=1&location=5696&dateStart=2023-10-14&dateEnd=2023-11-12](https://dashboard.robinpowered.com/robin/insights/dashboard/3LSKQqqwtp3oJAOpfth5Pg?campus=1&location=5696&dateStart=2023-10-14&dateEnd=2023-11-12)
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Click this button.
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Click "Schedule exports..."
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Click "Add Schedule"
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Click the "Schedule Name" field.
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Enter any emails you want to send the report too.
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Edit or enter the "Subject" field of the email
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Edit or enter the "Email Body".
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Select the day(s) of the week, repeat by, and time zone at which you want to send the report.
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Enter the time at which you want the report to be sent.
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Click "Create Schedule" and the scheduled report is now available for your stakeholders.
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Click this button to manage your scheduled report.
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You can edit the schedule, send the report on demand, pause the report, and or delete.
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Click "Cancel"
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Click this button.
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Click "Delete"
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Click here to close out of the scheduler menu and return back to the report view.
