Manage your scheduled reports
To effectively manage your scheduled reports on Insights, follow the steps below:
Log in to Insights.
From the left hand menu, click Scheduled Reports.
Here's a table of all existing scheduled reports and key details about each one.
Click the settings
icon, you can now:
Edit: Modify the frequency, add recipients or update other parts of this schedule.
Delete: Permanently remove this scheduled report.
Duplicate: Create a new, identical version of this scheduled report.
View Change Log: See a log of any updates made to this report.
View Run Log: See the status of previous sends.
Add a new scheduled report
To add new reports from the Scheduled Reports section, follow the steps below:
Log in to Insights.
From the left hand menu, click Scheduled Reports.
Click Add Scheduled Report.
Additional reports you can scheduled include:
Customer Summary Report: Excel file with New User logins, Repeat logins, Marketable data, etc.
Customer Presence Summary Report: Excel file with Footfall, Conversion data, and Conversion % - Last 7 days.
Customer Offline Report: Excel file listing venues with no logins within the selected date range.