You can now generate email reports and have them sent to you and your colleagues via email. Follow the instructions below to generate your first report.
Note: These reports adhere to your view rights and permissions. You will only be able to run a report on the data you have access to view within your reports.
Step 1: Email Reporting is a permission based feature. If accessible, navigate to your Settings menu. Under Report Settings click Messages.
Selecting the metrics
In this first section you will need to select the metrics you want to run analysis for.
In the “Filters” section you will be selecting what level of data you want to view - organization level or team level - and for what date range.
Report depth - organization or team level
When selecting Team, you will have the option to select one or multiple teams to view in your report. Additionally you can have the team level data sent in a variety of ways:
- Send teams with org data (one Email Report)
- Send all teams together in one email (one email that includes all team level data)
- Send teams individually (multiple emails based on the total number of teams selected)
Example 1: In this example the Org level metrics will be sent in one email report and both "Team A" and “Team B” level metrics will be sent as a separate report as indicated by the drop down selection Send all teams together.
Example 2: In this example, Org level metrics, “Team A” and “Team B” data will be visible in one Email Report.
Example 3: In the below example, each team will be sent as an individual report.
Selecting date ranges
You can select up to two different date ranges to view in your reports. Select the date range you wish to view from the drop down menu.
In this section you will need indicate who the report should be sent to and the delivery frequency.
Add in as many email address (comma separated) as you would like. You do not need to input your own email address. Any report you generate will automatically be sent to the account's primary email address.
You can have this report sent one time or you can schedule it to be sent out on a specific day and time.
Example 1: One time
Example 2: You can schedule your report to be sent monthly, weekly or daily on a specific day and time, and indicate your time zone.
Send Your Report
When you are done scheduling your report, click the Schedule Reports button. Your report/s can take up to an hour to be created.
What do the Email Reports look like?
Based on what you have selected, your email reports will looks similar to the one below.
The organization level data will appear on the top, then any team will be shown below it. In the example below, you are seeing the organization level data and one team being displayed in two different time periods.
If you need help, please email email@example.com for 24/7 assistance.