Articles on: Reports

Scheduled Reports

Here's the way to schedule your reports.

The Reviews Management Platform app lets you manage your reports.

To see how to schedule your reports, you will need to do the following steps:

Go to Reports / Scheduled Reports page.

Scheduled Reports

Step 1: Fill in the general settings.

Scheduled Reports Settings

A: Activate (or not) the scheduled report.
B: Fill in the report title.
C: Select your report frequency (daily, weekly, monthly, or yearly).
D: Select the timeframe covered.
E: Fill in the recipients' email addresses (separated by a comma).

Hit the button Next.

Step 2: Select one or more report sections.

Scheduled Reports Sections

Hit the button Next.

Step 3: Create your email template.

Scheduled Reports Template

A/B/C/D: Fill in the email header.
E: Create your email template content.
F: Hit the button Send Test Email to verify your template.
G: Hit the button Save Report to validate your setup.

Updated on: 05/12/2022

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