Creating Automatic PDF Reports
In this article:
- Creating Automatic PDF Reports
quintly makes it very easy to create PDF Reports that can be downloaded, emailed adhoc or emailed automatically on a daily, weekly or monthly basis.
Click ' Report' on the top right of any customized Dashboard. If you haven't created any Report yet, you will get the option to Setup. Within this option, a new window will pop up where you can set up the different Report options.
The Report needs to be enabled to enter the desired information. Once this is done, you can enter the recipients email (one email address per line). By clicking 'Change' you can setup the profiles or groups and the Period on which the Report will be based. Please note that these settings are independent of the Dashboard selection. This way you can modify your dashboards without affecting the Reports Settings. Later the Frequency of the report can be adjusted (to daily, Weekly and/or Monthly). If you choose Weekly or Monthly you can select the exact day on which you want to send out your automatic PDF Report. You also have the alternative to add Notes inside the PDF reports, write a detailed explanation and also to show the metric descriptions (All PDFs are in portrait mode).
Once your first Report is created, clicking the Report button again (in addition to the Setup option) you will get the option to directly Download or Send a Report via email.
Example Setup of a PDF Report:
There is an extra feature added at the bottom of the Setup Report that automatically displays a short description of each metric in the report. This is to give a more detailed understanding of the metric.
This is how the Metric Description looks in the reports.