Overview
With AI DASH scheduled reports, you can share a weekly performance summary with teammates and other stakeholders who need to stay informed. Simply choose the brands you want to include, set when the report should be delivered, and add the recipients. AI DASH will send the weekly summary automatically.
Create a schedule
1. Go to Report > Schedule, then click Create schedule.
2. Start by giving your schedule a Plan Name and choosing which brands to include.
Note: You can include up to 5 brands per report.
3. Next, choose when you want the report to arrive.
⚬ Repeats Scheduled reports are currently sent on a weekly basis.
⚬ Repeats on Choose the day of the week you want the report to be delivered.
⚬ Delivery time Select the appropriate time zone and delivery time.
For example, selecting Monday at 09:00 UTC+0 means the report will be sent every Monday at 09:00 (UTC+0).
Note:
Be sure to check the selected time zone when scheduling reports for recipients in different regions.
A weekly report covers data from Monday through Sunday.
4. Under Email recipients, enter the email addresses that should receive the report. Type or paste an email address and press Enter to add it. You can also paste multiple valid email addresses at once.
Note:
You can add up to 10 recipients to each schedule.
Recipients do not need to be AI Dash users, making it easy to share reports with teammates and other stakeholders.
5. Once everything looks right, click Create. Your new schedule will appear on the Schedule page and be active.
Pause or resume a scheduled report
Each schedule has an on/off toggle on the right side of the Schedule page.
Turn the toggle off when you want to temporarily stop scheduled emails. You can turn it back on whenever you’re ready to resume the schedule. Turning a schedule off does not remove the schedule itself.