How to Schedule Your Insights Reports How to Schedule Your Insights Reports

How to Schedule Your Insights Reports

Jason Siu Jason Siu

Thank you for visiting our Qtrac Knowledge Base library.

We hope the below article will assist you. Based on your questions, it looks like you are trying to Schedule an Insights report.

Permissions Required:

Roles Queue Views
  • Any user that has access to Insights and be Owner to the report
  • N/A

 

  1. Access Insights: Navigate to the Insights feature in the Qtrac application.
  2. Select Report: Choose the Insights report you wish to schedule and click Schedule.mceclip1.png
  3. Select Timeframe: Choose a start date. If you would like the report to stop sending after a certain date, click Set end date and select a date.

  4. Set Frequency: Click the Frequency dropdown to pick from the three available frequencies - Daily, Weekly, or Monthly.
  5. Set Frequency Time: Select what time to send this report

    Note: Please be aware that the time is in UTC by default and it can not be changed. You will need to convert your local time to UTC in order to eliminate any future issue.
  6. Configure Send To Recipients: Under Share With, click on the User Roles or User dropdown menus to select who should receive the report.
  7. Customize Email: Select the header and body to customize your email message.
  8. Save: Once configured, save your settings and the updated settings will take effect starting the following day
    .

 

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

 

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