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Schedule Email Reports

Holistics allow you to automatically and periodically schedule email reports (or dashboards) to be sent to to your employees, customers or partners.

Automated Schedule Email Reports

What Should You Use This For?

Sending Automated Email Reports Data To External Partners: Deliver daily, weekly email reports to your customers or partners, with each one only see their own data!

Deliver Reports/Visualizations To Employees: instead of asking your employees to open up Holistics/BI tool to check data every day, have the data delivered to them via email!

How It Works

It’s really simple to schedule an email report or dashboard, simply click on Email Schedules in the report, and follow the instructions.

Report Variables: With each email, you can customize the different report’s variables, such as which date range to cover (yesterday, last 7 days, etc), partner ID and so on.

Deliverable: The recipients will receive an email with the data table + chart + the CSV or Excel file that they can download.

Frequency: You can setup the emails to be sent daily, weekly, monthly, or even at 15 minutes to 12 hours interval. Or you can toggle it such that it only sends email when there’s some results.

Custom Message: In addition, you can customize your email branding with your logo and custom email message.

Delivery Failure: Holistics has an error-catching mechanism, where in case there’s error in delivering the email (be it the report has failed, or email address not found), you will be immediately notified about this failure, so that you can take necessary actions to resolve it.

Automate Your Email Report Delivery Now

Sign up for a free trial to try on your own data now! Scheduled Email Reporting is another example of how Holistics BI Platform makes data delivery fast and simple for fast-growing technology companies.

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