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Sharing reports and analytics is possible using the tools within each Tile or KPI.

  1. Access a Dashboard. (Link to come)
  2. Click the 3 stacked dots in the upper right corner of any Tile or KPI.
  3. Click "Explore From Here"
  4. Click the gear icon in the upper right corner.

Sending

  1. Click "Send..."
  2. Enter a Title
  3. Enter email recipients. Be sure to click "Add"
  4. Select the data format
  5. Click "Send".

Scheduling

  1. Click "Send & Schedule"
  2. Enter a Title
  3. Click "Save & View Look"
  4. Enter email recipients. Be sure to click "Add"
  5. Select the data format.
  6. Configure the schedule.
  7. Click "Save All".
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