Sharing reports and analytics is possible using the tools within each Tile or KPI.
- Access a Dashboard. (Link to come)
- Click the 3 stacked dots in the upper right corner of any Tile or KPI.
- Click "Explore From Here"
- Click the gear icon in the upper right corner.
Sending
- Click "Send..."
- Enter a Title
- Enter email recipients. Be sure to click "Add"
- Select the data format
- Click "Send".
Scheduling
- Click "Send & Schedule"
- Enter a Title
- Click "Save & View Look"
- Enter email recipients. Be sure to click "Add"
- Select the data format.
- Configure the schedule.
- Click "Save All".