Schedule Automatic Report Delivery (Advanced Analytics)

  • Updated

In Advanced Analytics, you can automate the distribution of reports and dashboards directly to users' emails. You have control over the recurrence (minutes, hourly, daily, weekly, monthly, specific days or months, or based on data updates), who can receive the dashboard, and what format they will receive it in (CSV, PDF, or PNG).

This ensures that all relevant Bynder and non-Bynder users receive the latest data and insights at a predefined time without manual intervention.

Learn how to create alerts to be sent to Bynder users and non-users to notify them when specific metrics or thresholds have been met in your portal. 

Please note that there are continuous improvements to the dashboards that may affect or alter your automatic reports. Please check Bynder Release Notes for any improvements or updates to Advanced Analytics.

Who can schedule automatic reports in Advanced Analytics?

Users with the following permission can schedule automatic reports in Advanced Analytics.

  • View advanced reporting

Who can view automatic reports in Advanced Analytics?

  • Any external or internal Bynder user to whom the report is sent

Schedule a Report

  1. Navigate to SettingsReporting > Analytics.
  2. Navigate to the report that you would like to schedule the delivery for.
  3. Click Screenshot 2024-02-09 at 3.48.10 PM.png in the upper right-hand corner and select Schedule Delivery.Screenshot 2024-03-01 at 2.32.39 PM.png
  4. Under Settings, enter the details for the Schedule Delivery.Screenshot 2024-03-01 at 2.39.09 PM.png
    • Schedule Name: Enter a name for your report.
    • Recurrence: Set Daily, Weekly, Monthly, Specific Days, or Months based on Data Updates.
    • Time: Select from the dropdown menu to indicate the delivery time.
    • Destination: Select Email from the dropdown.
    • Email addresses: Enter the email address(es) for whom you want to receive the report.
      Recipients can be Bynder users or external to Bynder.
      • Press the TAB or ENTER key to include more email addresses.
    • Format: Select the file format from the dropdown. This will be the file type in the attachment in the Email. 
      • PDF (typically used for presentations)
      • CSV (typically used for data analysis)
      • PNG (the image of the dashboard will appear directly in the Email).
    • Under Filters, select from the dropdown menu for dynamic values based on how your portal is configured. For example, this can be Asset Type or File Extension. Screenshot 2024-03-01 at 2.41.22 PM.png
      • (Optional) Advanced Options: you can select from the following:
        • Include Custom Message
        • Include Links (Disregard this option as it does not produce any links at the moment) 
        • Select Expand tables to show all rows
        • Select Arrange dashboard tiles in a single column
        • Select from the dropdown the Paper size
        • Select from the dropdown menu to indicate the Delivery timezone Screenshot 2024-03-01 at 2.42.12 PM.png
  5. Click Save.
  6. The report will be sent to the email address(es) indicated in the setup.

Note: As the schedule creator, you can select Test Now (located at the bottom of your screen). A test report will be sent to the Email indicated in the recipient list.

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