Report Types
Creating a Scheduled Report
1
Open Reports
Navigate to Reports / AI Analyst
2
Create Report
Describe what you want to analyze
3
Configure Schedule
Set frequency and timing
4
Set Recipients
Choose who receives the report
5
Activate
Turn on the schedule
Schedule Options
Delivery Methods
- Email with PDF attachment
- Email with link
- Slack channel
- Microsoft Teams
- Webhook
Best Practices
- Include executive summary
- Keep focused on key metrics
- Test with small group first
- Review and iterate