How can I send automatic recurring reports via email?

Pre-defined reports can now be automatically sent out to various stakeholders on a periodic basis.

Note! To create a push report, you must be either administrator or report manager.

How can I create Push Reports?

  1. Use the “Standard reports” section.
  2. Click “save” in the top right corner.
  3. Once saved, a new window will open.
  4. Click “Push report” in the top right corner and create a push report.

Fill up the details for the report:

  1. Title – will create the name for the report.
  2. Recipient – select stakeholders that would receive the report.
  3. Message – add a personalized message for the recipient. This will form the body of the email along with a standard message from Impero.
  4. Schedule the control as required and click “OK”.

Tip: The report recipient will view a snapshot of control data from the point of time when the report is sent out. Impero additionally enables the presentation of live data by confirming "show live data" on the top left:

 

Learn more:

Do you need to filter for required data? Go to How do I filter and exclude content using the search bar?