How does it work?
After you create and fill out your dashboard, choose how and to whom the finalized report will be sent. AdStage will send a refreshed version of your dashboard to the email addresses you select on the day(s) and cadence you choose.
How do I set up my scheduled Report?
Step 1: To schedule a report click "Share" in the top right-hand corner of a dashboard.
Step 2: From there, fill out the email recipients and choose which formats you would like your reports sent in. Options include Web Dashboard, PDF, and CSV.
Step 3: Select the frequency and specific days/times. Click Save to schedule your report.
Best Practices & Other Notes
When any type of report is scheduled (csv, web dashboard, pdf), the data will update to AdStage's freshest data before the reports are sent out. Be sure to check out all the different ways to share your dashboard!
Need help building out your first report? Check out our Getting Started Guide.
