You can now schedule reports directly from Analytics using One and Routines. Ask One to send you the report on a recurring schedule, or set it up from the report's Share menu. One will confirm the schedule with you before creating the routine, so you can automate report delivery without setting everything up manually.
This feature is available to customers with Analytics.
Overview
Routines let you automate recurring tasks, including the scheduled delivery of Analytics reports. With this integration, you can turn a report you are already viewing into a recurring delivery directly from Analytics.
You can schedule a report in two ways:
- Ask One in the Analytics chat to send you the report on a recurring schedule.
- Open the report's Share menu and schedule it from there.
One will help you choose the day and time, then show you a confirmation card with the report and its delivery schedule. Once you approve it, you can access the routine directly from the confirmation to review or update it.
When and why to use it
Use this feature when you want to receive the same report regularly without having to open Analytics and request it manually each time.
For example:
- Receive a weekly report every Monday.
- Keep track of key metrics on a recurring schedule.
- Automate access to reports you use regularly.
How to use
- Open Analytics and navigate to the report you want to receive regularly
- Open the One chat
- Ask One to schedule the report
- For example, type: "Send me this report every Monday"
- Confirm the delivery day and time with One
- Review the confirmation card
- Approve the schedule to create the routine
- Open the link in the confirmation to access the routine and review or change it whenever needed
One asks you to confirm the delivery day and time before creating the routine. If One has not scheduled your report yet, review the confirmation card and approve the schedule to proceed.
If you want to change the schedule after creating the routine, open the routine using the link provided in the confirmation. From there, you can review or change the schedule.
Tips and best practices
- Be specific about your preferred schedule. For example, ask One to send the report every Monday or every Friday.
- Review the confirmation card before approving. Check that the report and delivery schedule are correct.
- Use the routine link to manage your schedule. You can access the routine directly from the confirmation if you need to review or change it.
- Choose a schedule that fits your reporting needs. Recurring delivery can help you keep track of important metrics without having to request the same report repeatedly.
FAQ
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Do I need to create a new report to schedule it?
No. You can schedule a report you're already viewing in Analytics.
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Can I schedule a report directly from the Analytics chat?
Yes. Ask One to send you the report on a recurring schedule, and One will guide you through confirming the day and time.
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Can I schedule a report without using the Analytics chat?
Yes. Open the report's Share menu and schedule it from there.
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Does One create the routine immediately?
No. One first asks you to confirm the delivery day and time, then displays a confirmation card showing the report and its schedule. You must approve the schedule before the routine is created.
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How can I check or change a scheduled report?
Use the link in the confirmation card to open the associated routine and review or update it.
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Who can use this feature?
The feature is available to customers with Analytics.