How to set up scheduled reports from your Dashboard.

In this article you will find a simple step-by-step guide to set up scheduled reports from your Dashboard.

1. Log into admin.salescloud.is  
2. Navigate to Dashboard
3. You can create a specific Dashboard for your monthly reports by clicking on the box next to DEFAULT.
   
   
4. You can set up your dashboard with the reports you want. See How to set up your Dashboard to learn how to set it up.
5. When the dashboard is ready click on the Scheduled Reports button on the right side of the screen.
   
   
6. A new window will appear on the right where you will insert the information for the scheduled report.
   1. Email - insert email for recipient
   2. Frequency - you can choose how frequently you want to send/receive these reports, daily, weekly or monthly.
   3. Time - Set the time of when the report is supposed to be sent out. Please note that this time will also set the time frame of the report, e.g. if a daily report is sent out at 09:00, it shows reports drawn data in system from 09:00 to 09:00. 
   4. Channel - The channel here decides what is included in the report itself. Even though the dashboard has set channels the report will follow these settings. 
      
7. Click on ADD RECIPIENTS