Share your reports and dashboards
Create a task configuration to share reports and dashboards.
- Go to Reports
- Go to Task configuration
- Click the button Add new task
- Name your task and go through the form, filling in all details of your task.
Task item What is it? Repeat Choose your frequency on which iController creates and sends the report: daily, weekly or monthly Type By default Email: iController sends an email to the recipients specified at the bottom of the task page. By choosing 'FTP', new fields appear for your IT to fill in. File By default Report: iController creates and sends a report. By choosing 'Dashboard', iController will not send a report, but a dashboard you've created. Report Choose the report you wish to share File type Select the filetype in which the report should be created and shared Number formatting Select the number formatting in which the report should be created and shared Template When sending an email, you could select a 'General template' which iController uses for the email content to send to the recipients. The report will be available as an attachment in the email Language A list of languages in which you created the selected template. Choose which language you wish to use Recipient Click the Add icon to add more than one email addresses:
- Save the task.