How to schedule a report in Insights

Created by Hannah Peters, Modified on Mon, 19 Jun 2023 at 08:55 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:
hannah.peters@connectel.se,jens.leijon@connectel.se

- 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:














Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article