Reporting
Review activity and schedule reports
Dashboard trends, top cards, category performance and emailed reports.
Step by step
- 1
Open Dashboard to review available scan/view trends, top cards and category performance.
- 2
Use the available date and resource filters when comparing activity.
- 3
In Settings → Reports, enable scheduled activity reports and select daily, weekly or monthly frequency.
- 4
Check the workspace timezone and add additional email recipients. Tenant administrators receive scheduled reports.
- 5
Save the settings and use Send report now to verify delivery.