To view this documentation for the Periscope Classic UI, click here.
Emailing reports allows a user to schedule the time and day when they would like to send out a dashboard report. Dashboards that are emailed are always sent out with the default filters. Charts on the dashboard are refreshed at the specified time, and the email is sent upon completion of the refresh.
To check the default filters, open the filter ribbon and click the "Reset Filters" link at the bottom right.
Make sure that the filters set as default are the filters desired in the emailed dashboard! To change the default filter set, choose the appropriate filters and then click "Set As Default."
Once satisfied with the default filters, select the "Dashboard Preferences" option in the dashboard menu.
Then click "Email Reports" section.
Next, select which days (or every day) and what time the report should be sent out.
After that, add or remove emails to the report.
To send a test report, simply add the email and click "Send Test"!
Administrators may turn off the ability to send out email reports from the Preferences Menu in Settings.
Turning off email reports will discontinue any currently scheduled emails and remove the Email Reports option from the Dashboards Preferences menu.
When emailed reports are disabled, Periscope will archive the pre-configured settings for the reports. When email reports are re-enabled, the previous email report settings will still be in place and will again take effect.