In this lesson, you’ll learn how to successfully automate email reports for a metrics-driven culture. Send customized reports at your preferred frequency straight to key stakeholders, providing them with actionable data and at-a-glance reporting to analyze app performance.
Having the ability to access key metrics is important, but without regular and visual consumption of that data, certain trends, and key indicators may fly under the radar. By automating daily, weekly, and monthly email reports, no stone goes unturned as each member of your team is empowered to effectively act upon user behavior and trends.
The following steps will walk you through automating email reports for a metrics-driven culture.
Add any splits or filters to hone in on exactly the information you'd like to save. You can set an email cadence for an individual chart or a collection of charts organized in your custom dashboard(s).
Select the Save icon located in the top right of every dashboard and most charts. Choose Schedule Emails from the drop-down menu. Once selected, you are able to dictate the frequency these emails will be sent.
Once the frequency is set for the reports you would like to send, navigate back to the Save icon and choose Manage Emails from the drop-down menu. Here you will have the ability to edit and manage all of your automated email reports.
- Automate the delivery of custom dashboards to stay up-to-date with app trends and easily share relevant insights with everyone on your team.