Knowi's report scheduling features allow you to schedule dashboard exports as a PDF and/or CSV attachment and sent them to you directly via Email, Webhook, Slack, or Microsoft Teams. Say you have a frequently used dashboard that tracks daily KPI metrics. You can schedule an email report to have it delivered as a PDF and/or CSV directly to your and your team's inbox daily.
Navigating to Scheduled Reports
There are two ways to navigate to the Reports screen from any dashboard:
From the Left Side Bar:
1. Click on the Reports from the left sidebar.
2. Click on the New Report + button from the top-right corner.
3. This takes you to the Report Options window.
From the Dashboard:
1. Click on the horizontal ellipsis (...) from the top right corner.
2. Select the Schedule/Send a Report option from the dropdown list.
3. This takes you to the Report Options window.
Setting up a Scheduled Report
These are the initial steps to setting up a scheduled report. This portion of the process applies to Email, Webhook, Slack Reports, and Teams Reports. Proceeding sections will outline specific steps to set up each of the three report types.
To Create a Scheduled Report:
1. Navigate to the Report Options Screen following the steps from the Navigating to Scheduled Reports section above.
2. Give your Report a name. The name you will enter will be displayed on the Reports screen.
3. In the Dashboards dropdown, select the dashboard(s) you wish to send in the report.
4. Optionally include a CSV attachment by clicking on the Add CSV Attachment. This will show additional options.
a. Give the attachment a Name it will be displayed as.
b. In the Dataset dropdown, select a dataset you wish to attach as CSV.
c. (Optional) In the Cloud9QL Query editor, enter additional C9QL to transform the data.
5. In the Report As dropdown, select the Knowi user the report will be executed by (available to Admin users only - allows the report to be run with lower privileges).
6. (Optional) In the Filters section, enter any User Content Filters that you wish to enforce. This ensures only data applicable to the recipient(s) is contained in the report.
7. In the Run every section, specify the schedule the report will be sent on. Reports can be scheduled to run every Hour, Day, Month, or Weekday (M-F) intervals.
