Overview

Whether it’s a Discovery or Reports template, you can schedule it to be delivered to your inbox daily, weekly, or at any interval you prefer.

Perfect for staying up to date without logging in. Set it once, and get fresh insights right when you need them, automatically and effortlessly.

New templates step-by-step

  1. Go to Reports

  2. Select the Templates tab

  3. Click on the 'New template' button

  4. Configure a Report or Discovery template. More info

  5. Add one or more email recipients

  6. Schedule section: Choose when you want to receive it

  7. Click on the Create button to save the template and get it in your inbox.