Schedule a report
You can publish a report from a dashboard at any time, or you can make a regular schedule for reports to be published. To schedule reports:
- Open the dashboard where you want to schedule reports.
- Select Dashboard settings.
- Under scheduled reports, select Scheduled reports are on. Enter the frequency and start date for publishing reports.
- Select Update settings. On the next scheduled date at 8 a.m. (according to the account time settings), a report will be sent to each user who has access to that dashboard. The report will include each metric listed on the dashboard at the time of publication.
Note: You must have at least one metric on the dashboard in order to be able to schedule reports.
Important: You cannot schedule reports from metrics created with Jama Connect quality coverage or volatility trend metric templates. Placing these metrics on a dashboard disables reports on that dashboard.