WebApp admins can set up reports/dashboards automated emails to be sent to the clients at a specific time and frequency.
At the moment it’s only possible to send tables and scorecards, it should be possible to send more charts in the near future.

How to proceed

  • Define KPIs that should be shared (pick among the existing scorecards and table to avoid extra work)

  • Define the recipients (must be web users)

  • Define other parameters: frequency, etc

  • Start small

Requirements to create a report generated by email

  • List of the KPIs to be sent (name and definitions): tables or scorecards

  • List of the recipients

  • Frequency: should the email be sent every day/every week/…

  • Date range: should the data on the reports reflect a daily/weekly/.. Aggregation

  • If there is a preferred start date and time

How to set up automated emails

Click on the Environment section of the WebApp to access the Emails folder then follow the below procedure to set up your automated emails;

  • Click on the + icon at the top right to create a new email

  • On the pop-up menu please provide the following;

    • Title of the report i.e Daily usage, Teams sales value, etc

    • Destination type - Email, SMS or IN_APP.

    • Email body - The email body should be written in HTML language. If you are not conversant with HTML please use online text to HTML converters i.e Link

      • The content of the email. Use HTML tags to structure like <br>, </br> for line breaks

      • To insert queries, use this syntax $queryname$


    • Users to receive the report: select the web users who should receive the report

    • Frequency: Select at what frequency the report should be sent

    • Date range: On what date range the dashboard will apply, this week, this month, etc

    • Start date/time: when the emailing should start

    • End date/time: When the automated emails should end

    • Queries: the actual queries to display. Each query is defined with a tag and a name

Once you have defined the above, click on CREATE at the bottom left to save.