Creating scheduled reports
Reports can be scheduled to run and be emailed out on a regular basis. This is useful to get regular updates on how your websites are improving over time. When a scheduled report runs, it will be saved inside your Silktide platform.
A scheduled report must start with a template, so if you haven’t already got one that suits your needs, go and create a template first.
To start creating a scheduled report, head to the Reports screen in the top-right corner:
On the overview screen locate the table with the heading “Report templates” and use the search field to find the template you want to build your scheduled report from.
Choose the Schedule button on your chosen template:
Depending on how the template was set up (One website, many websites, etc.), you’ll need to choose the website(s) you want your report to cover from the dropdown menu.
Choose how far back you want the report to cover. This can be on a scale of days, months, or even years depending on your needs.
To identify the report, it should be given a name. This will make it easier to find the report in the future. By default this is set to the name of the template and the website you’re reporting on.
If you want the scheduled report to be emailed every time it’s run, you can set who will receive it. In the Assignees section, click the “No-one” link, and select the appropriate users or groups from the list. If you want to send your scheduled report to non-Silktide users, add their email address into the “Non-Silktide users” field, with each email address being placed on a new line.
You can optionally personalize the email contents and subject. You can see what the email will look like by selecting the Preview email button.
Choose how often the report should be run and emailed in the “Schedule” settings. This can be set to a daily, weekly, monthly, or even yearly frequency. Customize this by using the number field, for example, you might want a quarterly scheduled report, so in the following example it would be set up to run every 3 months starting from the 1st of January.
The final option is to state who has access to see and edit this report:
- Everyone: All users within the account
- Just me: Only the creator of the report
- Custom: This will provide a table that can be used to select specific users on the account. This also allows users to be given specific permission to see or admin the report as needed
Don’t forget, if you’ve selected in the individual user or group settings that they can see all reports or dashboards, this won’t overwrite that permission. If you don’t want a user or group to see a specific dashboard or report, you’ll need to uncheck ‘See all reports/dashboards’ in the user or group settings.
Once all of the fields have been filled, confirm your choices by selecting the purple Schedule button at the bottom of the screen:
A green confirmation pop-up will appear in the bottom corner of the screen and the scheduled reports’ page will load. Select the name of the report to see a copy of the report as it would show if the report was going to run today.
To edit the name, permissions or to delete the report, select the Edit button in the top-right corner. Options to Print (this will allow you to ‘Print to PDF’ too), and view the report in Fullscreen are also available at the top of the page:
All scheduled reports you’ve created and have permission to see can be found by selecting the Scheduled option from the Reports overview screen: