Below, we show you how to securely and efficiently share Embat reports with executives, partners, or external users.
- Access the Analytics section from the left sidebar menu, and click on the Reports sub-module.
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Click on the report you want to share. At the top right, you’ll find this icon
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In the pop-up window that opens, you can choose from the following options:
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Now: the report will be sent immediately to the specified email addresses.
- Schedule send: the report will be sent once at the selected date and time.
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Schedule recurring send: this option allows you to send reports on a recurring basis by specifying a day and time. For example: schedule the report to be sent every Monday at 10 a.m.
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Now: the report will be sent immediately to the specified email addresses.
- Once you've entered the recipients, click Share or Schedule (you will see one or the other depending on the type of delivery you’ve selected)
Note: You will be able to view the configured schedules for each report along with their recurrence in the "Settings" section, and edit the deliveries from this section as well.
If you have any additional questions, contact the Customer Experience team or submit a request through this link.
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