Share your reports and dashboards

Create a task configuration to share reports and dashboards.

How to

To share your report, please create your dynamic report. Make sure that your dynamic report contains the correct data to share.

1. Go to Reports
2. Go to Task configuration
3. Click the button Add new task
   
   
4. 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:

5. Save the task.