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Reports from SiteCatalyst delevered automatically at the 1st of the month

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ewolleat
Level 3

5/15/13

When I set up a monthly email for a Dashboard and I have it sent out at the 1st of the Month, I want the data to be for the 'previous' month. Right now, if i have rolling months and/or a reportlet with a months worth of data, and i set up a recurring monthly email of my dashboard, i get the current months data (which is nothing) instead of the previous month.

4 Comments

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mhrose74
Level 2

5/20/13

Set your dashboard to report on "last month" (a preset date range) and then schedule your report.  You will recieve the previous month's data on the 1st of the month.

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ewolleat
Level 3

5/20/13

That works great if you have a dashboard that no one sees untill its delivered by email. These dashboards are looked at atleast weekly.

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bige938007
Level 1

5/21/13

You can create a copy of the dashboard, one for general consumption and one for scheduled delivery purposes. Hopefully that helps.
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