Introduction

This article explains how to preview and email your saved report instantly.


Pre-requisites

Note: The similar process is followed for a standard schedule report.


Step-by-Step Instruction

Preview an instant report

1. Click the preview icon to preview the dashboard.


2. Select preview type along with the preview time window (hourly, daily, weekly, monthly, yearly or dashboard time window) and Click the PREVIEW button to preview the report.


3. The output is the PDF of the custom report.


Preview an instant report with filters



1. Click the preview icon to preview the dashboard with a filter.



2. Select the required filter which needs to be applied to preview the report and select preview type along with the preview time window (hourly, daily, weekly, monthly, yearly or dashboard time window) and Click the PREVIEW button to preview the report.


3. The filter is applied to the report and the custom PDF report is generated.


Email an instant report

1. Click the preview icon to preview the dashboard.


2. Select preview type along with the preview time window (hourly, daily, weekly, monthly, yearly or dashboard time window) and enter the email address in the Mail To field.


3. Click the MAIL NOW button to send the report instantly, a message tells you that Mail will be sent shortly.


Email an instant report with filters

1. Click the preview icon to preview the dashboard.


2. Select the required filter which needs to be applied to report and select preview type along with the preview time window (hourly, daily, weekly, monthly, yearly or dashboard time window) and enter the email address in the Mail To field.


3. Click the MAIL NOW button to send the report instantly, a message tells you that Mail will be sent shortly.


Next Steps