Email reporting

Permissions

To create an email report, you need the Manage Email Reporting permission.

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Create an email report

Create and manage multiple email reports for groups of individuals or teams.

To create an email report:

1. Click Settings in Flow’s top navigation bar.
2. In the left navigation under Report settings, click Messages.
3. Click the Email reporting tab on the Messages page.

   

4. Click the Create report button.
5. Name your email report so you can find and edit it later if needed.
6. Select Email report metrics, filters, and a delivery schedule. Each of these steps are detailed in the following sections.

Select metrics for your email report

Choose specific metrics you want to include in your email report.

To select metrics for your email report:

1. Click the text box for a group of metrics to view a drop down menu of metrics.

   

2. Click on the names of the metrics you want to include in your report. A green check mark appears next to included metrics.
3. Once you select your metrics, view them in the Selected metrics sections below the metrics selector.
4. Repeat this for each group of metrics you want to include in your report. 

To remove a metric from your email report:

1. Click the x button next to the metric name underneath Selected metrics. 
2. The green check mark in the text box dropdown disappears once you deselect the metric.

Filters

Use filters to:

• Select organization or team level depths of your report.
• Apply date ranges to the metrics in your email reports.

Report depth selects the level of data your email report includes:

• Org depth provides a summary of org level metrics only.
• Team depth provides metrics for specific teams.

To select which teams to create reports for:

1. Click Select a team to add a team.

   

2. Toggle on Include in nested teams to include any nested teams.
3. Click Add team to add additional teams to your email report.

Use the Report bundling drop down menu to select how to send out your reports.

• Send teams with org email sends one email report with organizational data and team data. This option is only available if you check both Org and Team depths.
• Send all teams together in one email sends one email that includes all team-level data for all selected teams.
• Send teams individually sends an individual email for each team.

In the below example, Send all teams together is selected as the report bundling option. The Org level metrics go out in one email report. Both Engineers and Product level metrics go out in a separate report.

Select date ranges

Select the date range you wish to view from the drop down menu. To add a second date range, click Add a date range.

Delivery

In the Delivery section, indicate who the report should be sent to as well as the delivery frequency.

Recipients

Choose who receives your email report. Enter one or more recipient email addresses separated by commas.

Delivery time

Create a schedule and delivery cadence for your reports.

To schedule a delivery for your reports:

1. In the Delivery time dropdown, select Schedule. Schedule allows you to set the date, time zone, and frequency of report delivery.
2. Click the calendar icon inside the Send at text box to select a date from the calendar. You can also type the date in mm/dd/yyyy format. 
3. Toggle on or off the Enable toggle to enable or disable the delivery schedule at any time.

To send a report as soon as it’s ready, select ASAP In the Delivery time dropdown. ASAP delivers the report when the report is ready to view. This may take up to an hour. This report is not sent again in the future. 

Send Your Report

When you're done scheduling your report, click the Schedule Reports button. Reports may take up to an hour to be delivered. You'll receive a PDF version of the report attached to the email. 

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Managing email reports

To edit an existing email report:

1. Click Settings in Flow’s top navigation bar.
2. In the left navigation under Report settings, click Messages.
3. Click the Email reporting tab on the Messages page.
4. Click a report’s name.
5. Change the report information.

To delete a report, click the delete icon to the right of the report on the Email reporting tab.