Schedule Analytics Widget Reports

Analytics report scheduling allows you to customize the delivery time for your dashboard widget reports. Instead of receiving reports at a fixed default time, you can choose a specific time that aligns with your team's workflow.

Overview

With the customizable scheduling feature, you can:

• Set a preferred delivery time for each dashboard's email reports.
• Configure notification frequency (Daily, Weekly, or Monthly).
• Choose the data range included in each report.
• Manage email recipients for scheduled reports.

Prerequisites

• You must be logged in to your TestMu AI account.
• You must have at least one Insights dashboard created.
• You must be the dashboard creator or an admin user to modify scheduling settings.

Schedule a Report

Step 1: Open Dashboard Settings

1. Navigate to your Insights dashboard.
2. Click the Settings icon in the dashboard toolbar to open the Dashboard Settings panel.

Step 2: Enable Email Notifications

In the Dashboard Settings panel, expand the Email Notifications section and toggle the switch to enable notifications for the dashboard.

Step 3: Set the Delivery Schedule

1. Under Frequency, select your preferred schedule from the dropdown:

   • Daily — Receive reports every day at your chosen time.
   • Weekly — Receive reports once a week.
   • Monthly — Receive reports once a month.

2. Under Time, select the hour from the dropdown (e.g., 9:00).

3. Under Period, select AM or PM from the dropdown.

Step 4: Configure the Date Range

Select the date range for the data included in each report:

• Default — Uses the platform's default date range.
• Custom — Specify a custom number of days. For example, setting this to 7 includes data from the last 7 days in each report.

Step 5: Add Recipients

1. Under Emails, enter the email address in the Enter Email address field.
2. Click + Add to include the recipient.
3. Repeat to add multiple recipients.

Step 6: Save Your Settings

Click Update to save your scheduling preferences. The changes take effect immediately.

tip

Each dashboard has its own independent scheduling settings. You can configure different delivery times and recipients for different dashboards to match each team's needs.

Update an Existing Schedule

1. Navigate to the dashboard whose schedule you want to modify.
2. Open the Dashboard Settings panel.
3. Adjust the frequency, time, period, date range, or recipients as needed.
4. Click Update to save your changes.

note

When you update the delivery time for a dashboard, the new schedule applies only to that dashboard. Other dashboards retain their existing schedules.

Disable Scheduled Reports

To stop receiving scheduled reports for a dashboard:

1. Open the Dashboard Settings panel.
2. Toggle the Email Notifications switch to the off position.
3. Click Update to confirm.

The notification preferences (time, recipients) are preserved so you can re-enable them later without reconfiguring.

Common Issues

Issue	Solution
Email notification toggle appears disabled	Ensure you have saved the dashboard after creation. Try refreshing the page and toggling again.
Delivery time reverts after clicking Update	Verify you selected the time and period before clicking Update. If the issue persists, refresh the page and try again.

Related Docs

• Create Your Custom Dashboard
• Dashboard Settings
• Dashboard Features