How to schedule a report in Insights

Created by Hannah Peters, Modified on Mon, 19 Jun, 2023 at 8:55 AM by Hannah Peters

Schedule and share your most important reports with your team

With our scheduling feature you can decide how often you want to receive reports via email, this way you no longer need to open Insights to view your reports. You can also schedule reports to email addresser who don't have a Connectel account.

How to schedule an Insights report

Open the report you wish to schedule and click the dots in the top right corner. Click Schedule report:

Fill in the details:

- Name of the scheduled report

- Recipients. Add several recipients in the following format:,

- Choose a date and time for the report to be scheduled
- Choose if you want a frequency, e.g. Every day, Every week or Every month
- Channel: E-mail
- Attachement format: PDF or PNG

Click Create.

Click View to see your scheduled reports:

To delete the scheduler click the trash can:

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