You can schedule your reports or charts to be broadcasted to specific users at a pre-defined time, as frequently as required. - Open a report or chart
- Tap on the broadcast icon
When the side panel expands, tap on the title field and provide a title for this broadcast - You can also use the next field to provide a description
- Tap on the option to add a condition if you would like to include one. Conditions provide a unique way to set up a schedule, in that the broadcast will only be sent out if the condition(s) become true
- Create a condition by choosing a field from the report, an operand to applies to this field, and finally a value. For example, you could select the invoice field, choose the greater than option and set the value as 5000. So now your condition will become true if the invoice value surpasses the amount of $5000.
- Next, choose how to attach the report to the broadcast message by tapping on the HTML option and making a selection
- Schedule the frequency with which to repeat this broadcast. (E.g: If the broadcast is set to be sent weekly, then select a week day)
- You can also set up advanced scheduling options. Use the Advanced option to view additional scheduling options:
- Choose a time zone for the broadcast schedule
- Select the time at which to broadcast the report
- Tap on Save to schedule the broadcast
- Note: You will notice that the broadcast icon in the report options will have turned blue.
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