Product Updates - October 27, 2022

Overview of Changes

Component Notes
Reporting Customize and schedule automated dashboard reports for seamless sharing within your organization.
See Reporting Automation.

Reporting Automation

Automated recurring reports are now available for Dashboards. Once you schedule a report, the report PDF and a link to the Dashboard are emailed automatically to its recipients based on the report's schedule.  

On a Dashboard, click Options, and then click Generate & Print Reports to schedule an automated report.  

Customize the report view for your Dashboard, and then click Schedule to select the reporting frequency option: Hourly, Daily, Weekly, Monthly, or Annually.

To edit an existing report, navigate to the list of All Dashboards, click the Reports tab, and then select the report that you want to edit. Alternatively, you can select Edit Report from the overflow menu.