Rodrigo Zaupa

Scheduled reports

How a report decides which day's data to use.

Reference date: which day's data a report shows

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

What a scheduled report is and who receives it

Build a report from widgets and set when it's emailed.

Create a report and schedule it

Check a report before it goes out, edit its text, and send manual reports.

Preview a report and send it now

Stop deliveries for a while and turn them back on later.

Pause a report without losing its setup

See what was sent and to whom

Have each delivery write its own summary from its data.

Let AI write the summary and descriptions

Setting up reports

The usual reasons a scheduled report isn't delivered, and how to check each one.

"My scheduled report didn't arrive"

What to try when a report won't generate, and what to send us.

"A report fails to generate"

Reports and dashboards can use different dates.

Why does a report show different data than the dashboard today?

Troubleshooting

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Try selecting a different creation date range.

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Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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