✨ New! Dashboards sent straight to your inbox.
Scheduled Reports lets you automatically send an exported PDF of a dashboard to your or another reporting user's email inbox on a regular basis—weekly, monthly, or quarterly.
🛠️ How to Access Scheduled Reports
Open the Apps menu, found in the top right corner of your reporting portal.
2. Select Scheduled Reports from the list.
📧 How to Create a Scheduled Report
Go to 'Scheduled Reports':
Open the Apps menu and select Scheduled Reports.
2. Click on 'Add New':
This opens the form to create a new schedule.
3. Set Up the Report:
Report Name: Choose a name for the report that is clear, e.g 'Hospital Overview Quarterly Report'
Dashboard: Select the dashboard you want to send.
You can only choose from published dashboards you and other users have access to.
Frequency: Choose how often the report should be sent:
Weekly: Views as of Sunday.
Monthly: Views as of the last day of the month.
Quarterly: Views as of the last day of the quarter.
2. Select a Filter 'Selector' (Optional):
If needed, you can choose a filter to be applied to the report. Note that this isn't mandatory to fill in.
By default, if a user has a preset, then they will only see dashboard data for their preset.
This only appears if the Dashboard has a selector
3. Add Addressees:
For individuals: Start typing the recipient's name a list of matching addressees will appear—click to select.
For a user group: Use the drop to select 'By Role' then 'Choose a role'; this will apply the scheduled report to all users with this role.
4. Click 'Create':
Press Create to save and activate the schedule.
📅 Viewing and Managing Scheduled Reports
View Created Schedules:
Users can see all the schedules they have created on the 'Scheduled Reports' home page.
Search by Report Name:
Start typing in the search bar to filter the list by report name.Check Report Details:
The list shows the Report Name, Frequency, and Status.
Click the arrow on the right to expand the row and see the report parameters.
🔄 Managing Scheduled Reports
Deactivate/Activate Reports:
You can temporarily turn off a report. Inactive reports will not be delivered.Check Last Run:
See the date and time of the last sent report.
📧 Email Delivery
The report is sent as an email with the attached dashboard exported PDF.
Delivery is scheduled to start the next day after setup.
Example email:
📄 Example of Scheduled Report
On a scheduled report in your inbox, you'll see:
Name of the scheduled report
User presets
Each widget's: Date range, response count, filters applied
Links used in text widgets can be clicked
🕵️ Troubleshooting Tips
If a dashboard isn’t appearing, ensure it’s published and you have access.
Only users with the necessary permissions will appear as addressees.
Make sure your report is set to Active if it’s not being delivered.
If you encounter any issues, feel free to reach out for assistance at support@cemplicity.com