|
| 1 | +--- |
| 2 | +id: analytics-report-scheduling |
| 3 | +title: Schedule Analytics Widget Reports |
| 4 | +sidebar_label: Report Scheduling |
| 5 | +description: Customize the delivery time for your analytics widget reports. Schedule reports at your preferred time for timely business insights. |
| 6 | +keywords: |
| 7 | + - analytics |
| 8 | + - report scheduling |
| 9 | + - widget reports |
| 10 | + - scheduled reports |
| 11 | + - analytics notifications |
| 12 | +url: https://www.testmuai.com/support/docs/analytics-report-scheduling/ |
| 13 | +site_name: LambdaTest |
| 14 | +slug: analytics-report-scheduling/ |
| 15 | +canonical: https://www.testmuai.com/support/docs/analytics-report-scheduling/ |
| 16 | +--- |
| 17 | + |
| 18 | +import BrandName, { BRAND_URL } from '@site/src/component/BrandName'; |
| 19 | + |
| 20 | +<script type="application/ld+json" |
| 21 | + dangerouslySetInnerHTML={{ __html: JSON.stringify({ |
| 22 | + "@context": "https://schema.org", |
| 23 | + "@type": "BreadcrumbList", |
| 24 | + "itemListElement": [{ |
| 25 | + "@type": "ListItem", |
| 26 | + "position": 1, |
| 27 | + "name": "Home", |
| 28 | + "item": BRAND_URL |
| 29 | + },{ |
| 30 | + "@type": "ListItem", |
| 31 | + "position": 2, |
| 32 | + "name": "Support", |
| 33 | + "item": `${BRAND_URL}/support/docs/` |
| 34 | + },{ |
| 35 | + "@type": "ListItem", |
| 36 | + "position": 3, |
| 37 | + "name": "Report Scheduling", |
| 38 | + "item": `${BRAND_URL}/support/docs/analytics-report-scheduling/` |
| 39 | + }] |
| 40 | + }) |
| 41 | + }} |
| 42 | +></script> |
| 43 | + |
| 44 | +Analytics report scheduling allows you to customize the delivery time for your dashboard widget reports. Instead of receiving reports at a fixed default time, you can choose a specific time that aligns with your team's workflow. |
| 45 | + |
| 46 | +## Overview |
| 47 | + |
| 48 | +With the customizable scheduling feature, you can: |
| 49 | + |
| 50 | +- Set a preferred delivery time for each dashboard's email reports. |
| 51 | +- Configure notification frequency (Daily, Weekly, or Monthly). |
| 52 | +- Choose the data range included in each report. |
| 53 | +- Manage email recipients for scheduled reports. |
| 54 | + |
| 55 | +## Prerequisites |
| 56 | + |
| 57 | +- You must be logged in to your <BrandName /> account. |
| 58 | +- You must have at least one [analytics dashboard](/docs/analytics-create-dashboard/) created. |
| 59 | +- You must be the dashboard creator or an admin user to modify scheduling settings. |
| 60 | + |
| 61 | +## Schedule a Report |
| 62 | + |
| 63 | +### Step 1: Open Dashboard Settings |
| 64 | + |
| 65 | +1. Navigate to your analytics dashboard. |
| 66 | +2. Click the **Settings** icon in the dashboard toolbar to open the **Dashboard Settings** panel. |
| 67 | + |
| 68 | +### Step 2: Enable Email Notifications |
| 69 | + |
| 70 | +In the **Dashboard Settings** panel, expand the **Email Notifications** section and toggle the switch to enable notifications for the dashboard. |
| 71 | + |
| 72 | +### Step 3: Set the Delivery Schedule |
| 73 | + |
| 74 | +1. Under **Frequency**, select your preferred schedule from the dropdown: |
| 75 | + - **Daily** — Receive reports every day at your chosen time. |
| 76 | + - **Weekly** — Receive reports once a week. |
| 77 | + - **Monthly** — Receive reports once a month. |
| 78 | + |
| 79 | +2. Under **Time**, select the hour from the dropdown (e.g., `9:00`). |
| 80 | + |
| 81 | +3. Under **Period**, select **AM** or **PM** from the dropdown. |
| 82 | + |
| 83 | +### Step 4: Configure the Date Range |
| 84 | + |
| 85 | +Select the date range for the data included in each report: |
| 86 | + |
| 87 | +- **Default** — Uses the platform's default date range. |
| 88 | +- **Custom** — Specify a custom number of days. For example, setting this to `7` includes data from the last 7 days in each report. |
| 89 | + |
| 90 | +### Step 5: Add Recipients |
| 91 | + |
| 92 | +1. Under **Emails**, enter the email address in the **Enter Email address** field. |
| 93 | +2. Click **+ Add** to include the recipient. |
| 94 | +3. Repeat to add multiple recipients. |
| 95 | + |
| 96 | +### Step 6: Save Your Settings |
| 97 | + |
| 98 | +Click **Update** to save your scheduling preferences. The changes take effect immediately. |
| 99 | + |
| 100 | +:::tip |
| 101 | +Each dashboard has its own independent scheduling settings. You can configure different delivery times and recipients for different dashboards to match each team's needs. |
| 102 | +::: |
| 103 | + |
| 104 | +## Update an Existing Schedule |
| 105 | + |
| 106 | +1. Navigate to the dashboard whose schedule you want to modify. |
| 107 | +2. Open the **Dashboard Settings** panel. |
| 108 | +3. Adjust the frequency, time, period, date range, or recipients as needed. |
| 109 | +4. Click **Update** to save your changes. |
| 110 | + |
| 111 | +:::note |
| 112 | +When you update the delivery time for a dashboard, the new schedule applies only to that dashboard. Other dashboards retain their existing schedules. |
| 113 | +::: |
| 114 | + |
| 115 | +## Disable Scheduled Reports |
| 116 | + |
| 117 | +To stop receiving scheduled reports for a dashboard: |
| 118 | + |
| 119 | +1. Open the **Dashboard Settings** panel. |
| 120 | +2. Toggle the **Email Notifications** switch to the off position. |
| 121 | +3. Click **Update** to confirm. |
| 122 | + |
| 123 | +The notification preferences (time, recipients) are preserved so you can re-enable them later without reconfiguring. |
| 124 | + |
| 125 | +## Common Issues |
| 126 | + |
| 127 | +| Issue | Solution | |
| 128 | +|---|---| |
| 129 | +| Email notification toggle appears disabled | Ensure you have saved the dashboard after creation. Try refreshing the page and toggling again. | |
| 130 | +| Delivery time reverts after clicking Update | Verify you selected the time and period before clicking Update. If the issue persists, refresh the page and try again. | |
| 131 | +| Email toggle is not clickable when Custom date range is selected | This is a known issue. Switch to Default, enable the toggle, then switch back to Custom. | |
| 132 | + |
| 133 | +## Related Docs |
| 134 | + |
| 135 | +- [Create Your Custom Dashboard](/docs/analytics-create-dashboard/) |
| 136 | +- [Dashboard Settings](/docs/analytics-dashboard-settings/) |
| 137 | +- [Dashboard Features](/docs/analytics-dashboard-features/) |
| 138 | + |
| 139 | +<nav aria-label="breadcrumbs"> |
| 140 | + <ul className="breadcrumbs"> |
| 141 | + <li className="breadcrumbs__item"> |
| 142 | + <a className="breadcrumbs__link" target="_self" href={BRAND_URL}> |
| 143 | + Home |
| 144 | + </a> |
| 145 | + </li> |
| 146 | + <li className="breadcrumbs__item"> |
| 147 | + <a className="breadcrumbs__link" target="_self" href={`${BRAND_URL}/support/docs/`}> |
| 148 | + Support |
| 149 | + </a> |
| 150 | + </li> |
| 151 | + <li className="breadcrumbs__item breadcrumbs__item--active"> |
| 152 | + <span className="breadcrumbs__link"> |
| 153 | + Report Scheduling |
| 154 | + </span> |
| 155 | + </li> |
| 156 | + </ul> |
| 157 | +</nav> |
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