Insights
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Insights
Last updated Feb 23, 2024

Alerts and Schedules

Insights makes it easy to share dashboards directly with users by allowing you to send your reports via email to a user at a specified time or on a recurring basis.

Scheduling Reports

To schedule a report, take the following steps:

  1. Navigate to the desired dashboard, click the context menu in the top-right corner of the dashboard, and select Schedule Delivery.
  2. A new window appears, allowing you to either create a new schedule or use an existing one (provided that you previously created a schedule).




  3. If you opt for a new schedule, you can now start customizing it by specifying the following characteristics:
  • On the Settings tab, specify the following:
    • Recurrence
    • Time
    • Destination
    • Email Address
    • Format
  • On the Filters tab, specify the following:
    • Date
    • Folder
  • On the Advanced options tab, specify the following:
    • Custom message
    • Include links
    • Expand tables to show all rows
    • Arrange dashboard tiles in a single column
    • Paper size
    • Delivery timezone

Note: You can send reports to any email address, even to users with no Insights or Automation Cloud access.
Note: If you encounter inconsistent data with scheduled reports, it can be caused by time zone issues. To fix this, set your widgets to the desired time zone.

For more information, see Existing schedules window and Schedule and Send window.

You can view scheduled delivery reports. Schedules are user-specific and can only be viewed by the user that created them in the Schedule/Alert Settings section.

Additionally, you can refer to the following documentation on Advanced Options and Filters.

Dark or light themes

The light/dark setting is set at the time of schedule creation and remains that way even when the person who updated the scheduled delivery details in Insights changes their preferences. The setting can be updated if an existing schedule is changed.

However, an actual value must change in the schedule definition for this to take effect as clicking only Edit and Save isn't enough.
Note: Example - Determining at which point the decision to send dark/light mode is set for scheduled delivery:

In the below scenarios, we will call Scheduler the person who updated the scheduled delivery details in Insights and Receiver the different email/user to the scheduler.

  1. Scenario: Scheduler has dark mode enabled when configuring and saving the schedule. Receiver has light mode set.
    • Result: Both users receive the PDF in dark mode.
  2. Scenario: Scheduler has dark mode enabled when configuring and saving the schedule. Receiver has light mode set. After first scheduled report is sent, scheduler changes to light mode.
    • Result: Both users receive the PDF in dark mode for first and second instance.
  3. Scenario: Scheduler has light mode enabled when editing an already configured schedule that was initially configured in scenario one. Receiver has light mode set. The scheduler opens the Schedule delivery window but doesn't change anything. The scheduler then presses Save.
    • Result: Both users continue to receive the PDF in dark mode.
  4. Scenario: Scheduler has light mode enabled and creates a second schedule in addition to the first schedule. Receiver has light mode set.
    • Result: Both users receive the PDF in light mode for the second schedule. They both continue to receive it in dark mode for the first schedule.
  5. Scenario: Scheduler has light mode enabled when editing an already configured schedule that was initially configured in scenario one. Receiver has light mode set. The scheduler opens the Schedule delivery window and makes a change to the Start field. The scheduler presses Save.
    • Result: Both users now receive the PDF in the updated light mode for the first schedule.

Alerting

Alerts allow you to stay on top of your most important KPIs. You can keep an eye on important aspects of your business by adding alerts for important values from widgets from various dashboards.

Creating Alerts

You can define conditions for your widgets to trigger alerts. For example, if you have an Indicator widget for job success rate, you can set up an alert that notifies you when this value reaches or falls below a certain threshold.

See How to create an alert for instructions.

Note: We only support email notifications for alerts at this time.
  • Scheduling Reports
  • Dark or light themes
  • Alerting
  • Creating Alerts

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