Scheduled dashboards and reports take you to a whole new level when it comes to getting the data you need when you need it! It's like wanting your favorite fast food and then realizing it can get delivered to you too! No more getting off your couch and getting dressed!

There are certain reports and dashboards in our 'Insights' page that can be scheduled. To determine if a report or dashboard can be scheduled, please check at the top right corner of the report if there's a 'Clock' icon.

When you click the 'Clock' icon you will be able to filter the report/dashboard. Once finished, select 'Next'.

Then you can decide the point of view of the report/dashboard and who it will be sent to:

The 'Run As' functionality will show how you would want this information to be pulled.

Full Data: Show everyone's information.

Recipient: This will pull from the recipients point of view of the specific report you're scheduling (How the recipient would see it in the Insights tab).

Selected User: Select the specific user this report will be viewed from.

Who will this report/dashboard be sent to?

All Leaders: Everybody in the top two levels of the org chart that have direct reports.

All Managers: Anyone with a direct report.

Specific People: This scheduled report will only send to the selected users.

you can choose the frequency of the report/dashboard. You can also rename the report and even add a little description in case you'd like to add a little note with the report/dashboard.

That's it! You should be able to save and the report will send depending on your frequency.

You will get an email of the scheduled report from noreply@motivosity.com and it will look something like this: