Schedule a report

Get a report page by email or WhatsApp every day, week or month at a time you choose. Each person receives only what they can see.

Have a report page arrive on its own — for example the sales summary every Monday at 9:00, or the month's collections on the 1st. Each delivery is worked out fresh at send time, for each person, from what that person can see in the app.

Before you start: you need Can query & read on Analytics & reports to schedule a report for yourself. Sending it to other members as well needs Full control. If you don't see this yet, the owner applies the waiting workspace upgrade — see Upgrade your workspace.

Steps

  1. Open the report and click Schedule in the header.
  2. Choose How often: Every day, Every week (then On, the weekday) or Every month (then On day, 1 to 28).
  3. Set At — the time, in your own time zone (shown under the box).
  4. Pick the Period covered: The report's own time range, or a fixed range such as the last 7 or 30 days.
  5. Tick Email, WhatsApp (key figures) or both.
  6. With Full control, add people under Also send to (you're always included).
  7. Click Save schedule. You see "Schedule saved".

What people receive

  • Email — each headline number, and the first 20 rows of every table and chart, with an Open in AxisIQ link to the full report.
  • WhatsApp — the headline numbers and a link.
  • Every recipient gets the report as they would see it in the app. Numbers from data they cannot open are left out, and hidden fields stay hidden. Someone who can no longer open the report is skipped.

Note: WhatsApp only delivers within 24 hours of a person's last message to Axis on WhatsApp. Outside that window the WhatsApp copy is not sent; email still goes.

Manage schedules

The Schedules list in the same dialog shows each schedule, its next send time and who gets it. People with Full control see every schedule on the report; others see their own.

  • Send now — send it straight away. The regular schedule does not move.
  • Pause / Resume — stop sending for a while. Resuming plans the next send from now.
  • Delete — remove the schedule.

If a send failed, the row shows Last run: with the reason. It tries again at the next scheduled time.

Good to know

  • Schedules go to members of your workspace only. To show a report to someone outside, share it by link.
  • If the person who made a schedule leaves the workspace, it stops sending.
  • Charts arrive as their rows, not as pictures. For a picture or PDF, see Print or download a report.
  • Up to 20 schedules per report.