Step 2: Create the schedule

  1. Click New and select Agent.

    Tip: An agent is the schedule used to deliver reports.

  2. Select the Schedule tab.

    Screenshot pointing to where the schedule tab is

  3. Select the frequency, start date, and end date.

    Tip: To schedule a test run, select frequency of ‘once’.

    Note: Ignore the ‘Re-run Agent Every’ option. This functionality is not currently enabled. If you do select this option, the system will de-select it when you save the schedule.

    Screenshot pointing to the frequency, start date and end date sections

Next steps

Step 3: Select an analysis in the catalog

Step 4: Customize the content

Step 5: Select recipients

Step 6: Save the schedule

Learn more

Emailing an Analysis from Interactive Dashboards

Prebuilt Reports in Insight

Email Analysis, Interactive Dashboards plus