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.

   

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.

   

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