Overview
With Scheduled Reports, you can send Envoy data as visual dashboards to others in your organization, helping teams make more informed decisions around staffing, security, real estate, and more.
Creating a scheduled report
Navigate to Analytics > Scheduled reports, then click ✉️Create new report.
Give your report a name - it's recommended to make it descriptive, but concise.
Enter the email address(es) you want to send the report to. This person does not need to be an admin, but they do need to be in the employee directory.
Select the Dashboard you want to send.
Select the send date, time, and if you want to report to repeat.
Choose from: Daily, Weekly on [weekday], Monthly on [day] of the month, Annually on [Current day], or Every weekday.
Select your timezone and Date range. The timezone will default to your current zone.
Lastly, select between PDF and Excel.
Click Send report to schedule.
Once your report is scheduled, all Location and Global admins can see it listed on the Scheduled reports page.
Deleting a report
No longer want to receive your report? Just click on the trashcan icon on the right-hand side.
Confirm the deletion by clicking Delete. This report cannot be restored once deleted.
FAQ
What does the report look like?
The report is a copy of the dashboard selected, with filters applied according to the date range chosen when configuring the report. It is sent via email as an attachment.
Can you customize the text in the email?
At this time, the email's body is not editable, though the email's title will match the report's title.
