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NOTE

Every InsightsAI report can be scheduled to regularly send to your email from the Scheduled Reports tab.

Reports are available in HTML and PDF formats.

Steps:

1. Click Scheduled Reports on the side bar.

2. Click Preview to see an example of metrics and charts shown in that report.

NOTE

There are three options for report frequency. Be sure to click next to the desired frequency.

 

3. Click Subscribe next to desired report.

4. Type an email address, then click + to add.

5. Repeat to add all email recipients.

6. Click desired Delivery Format.

7. OPTIONAL: Click Send Test to try out the report email.

8. Click Subscribe.

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