Introducing Qtrac Scheduled Insights Introducing Qtrac Scheduled Insights

Introducing Qtrac Scheduled Insights

Jason Siu Jason Siu

In the ongoing commitment to providing cutting-edge solutions for efficient data management and reporting, Qtrac is thrilled to announce an exciting new addition to its Insights feature - Scheduled Insights Sharing. This innovative capability empowers users to effortlessly schedule existing Insights reports for automatic distribution to specific users within the organization, fostering a new era of convenience and collaboration.

 

Diverse Scheduling Frequencies

Qtrac recognizes the unique needs of organizations when it comes to reporting, and Scheduled Insights Sharing offers flexibility through three distinct scheduling frequencies:

  1. Daily: Schedule reports to be sent to selected users or user roles every day at a designated time, ensuring that stakeholders receive daily insights without manual intervention.
  2. Weekly: Customize report delivery by selecting specific days of the week along with a designated time. This feature is ideal for organizations with specific weekly reporting cycles.
  3. Monthly: For organizations with monthly reporting cadences, the Monthly option allows reports to be sent on the first day of each month at a designated time, providing a seamless way to kickstart monthly insights.

User-Centric Distribution

Scheduled Insights Sharing simplifies the process of sharing reports with targeted users or entire user roles. The shared reports will be sent to users based on the email addresses entered in their user settings under "Email Address (for Alerts)." This ensures that the right individuals receive the Insights they need for informed decision-making.

 

Customizable Email Headers and Content

Recognizing the importance of clear communication, Qtrac allows users to customize the email headers and body content when sharing reports. This customization provides context, highlights key findings, and ensures that recipients have a comprehensive understanding of the shared insights. It's an added layer of personalization to meet the specific needs of each report recipient.

 

Conclusion

Qtrac's Scheduled Insights Sharing represents a significant advancement in the realm of organizational reporting. By automating the distribution of reports at user-defined frequencies, Qtrac empowers users to focus on deriving insights and making informed decisions, rather than spending time on manual report sharing.

As organizations embrace digital transformation, Qtrac remains at the forefront, delivering solutions that optimize workflows and enhance collaboration. Scheduled Insights Sharing is now live, and we invite you to explore the enhanced capabilities it brings to your reporting experience. Stay tuned for more updates as Qtrac continues to evolve to meet the dynamic needs of modern businesses.

If you would like to learn more of How to Use this feature please check these links:

How to Schedule Your Insights Reports

How to Remove or Edit the List of Agents for Scheduled Insights Reports

 

If you still have any questions, please feel free to get in touch with our Qtrac Help Desk.

 

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