Learn-WiseGo is now live with Scheduled Reports! With this new feature, you are able to select a report to be sent directly to your email with the most up-to-date data, as often as you need it. So, how does it work?
Select your report. This can be a pre-existing report, or a custom report of your choosing. Make it your own by removing fields, or adding filters.
Once your report is customized, use the “Schedule” button at the top right to open the scheduling menu.
Enter an interval for how often you would like your report to send, as well as an end date, or number of occurrences. Then, add your email. Send this report to yourself, or a team- you can add multiple recipients by including a semicolon between each email.
Select “Save”, and you’re done! You will now receive your report as an Excel attachment via email according to the set schedule. You can adjust the frequency, duration, and recipients by re-entering the schedule window at any time.
Are you using scheduled reports for your team? Let us know how it has streamlined your experience!