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What a scheduled report is and who receives it

Reports are widgets UDP emails on a schedule, to people inside or outside UDP.

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Written by Rodrigo Zaupa

A report is a set of widgets that UDP sends by email. You choose its sections, its schedule, and who receives it.

  • Recipients are a name and an email address each. They don't need a UDP user, so you can send a report to someone outside your company.

  • Frequency can be Daily, Weekly, Monthly or Manual. Manual reports are only sent when someone sends them from their preview.

  • Each delivery shows the data as of its Reference date.

[Image: A delivered report email]

To see reports, open Reports in the sidebar. You see the reports your role allows, plus any report shared with you.

Recipients see the data as it is in the report. They aren't limited by their own property access in UDP, so check a report's content and recipients before you schedule it.

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