Real-Time Monitoring with a Twist
Scheduled dashboard reporting isn't just a relic of the past; it's the espresso shot in your data-driven morning. Imagine you're running a 24/7 operation. Real-time dashboards are great, but what you need is a snapshot at specific intervals to see trends, anomalies, or even the calm before the storm.
👨🎓 Actions are used in reporting to define reports and can also be used to download reports on demand. See the action blocks below for examples.
Reports defined in published workbooks are later presented in the scheduled reporting area in the Astrato Lobby.
How to setup a scheduled report
Navigate to reporting in Astrato.
New Schedule Set up automated schedules for reporting and exporting data.
Schedule Name: Enter a unique name for the schedule.
Recipients: Input email addresses of the recipients. Ensure correct email addresses for successful delivery.
Subject: Enter the subject of the email.
Email Body: Type the content or message accompanying the report.
Workbook: Select the desired workbook from the dropdown.
Report: Standard reporting.
Export: Data extraction in specified formats.
File Type (only available when 'Type' is 'Export'):
PDF: Standard document format.
CSV: Delimited text file for tabular data.
Image: Graphical representation of data.
Report: Choose the specific report based on the selected workbook.
Frequency and Time:
Frequency: Set how often the report will be sent.
Time: Set the specific time for report dispatch.
Date Created: Shows the date when the schedule was set up.
Save Changes: Confirm and save the entered details to activate the schedule.
Cycling through filters & sheets
Many use cases require cycling through filters and/or sheets.
Lets say you want to have a report for each value with in a field, such as location. There are a number of ways to achieve this.
I want to take my top Neighbourhood locations (see bottom left in image) and have a report for some of those, generated for end users.
Automatically loop through field values
I have specified which field to filter and loop through, and replaced the filter to ensure the data is exclusively set to that value when the report is generated.
Manually specifying values
I have specified which field values to filter through, and replaced the filter to ensure the data is exclusively set to that value when the report is generated.
Financial Reporting: The Monthly Ritual
Every finance team lives for (or dreads) the end-of-month reports. Scheduled dashboard reporting can automate this process, ensuring that the right people get the right numbers at the right time. No more scrambling, just actionable insights.
Customer Success: NPS Scores & More
Customer success teams can schedule weekly or monthly reports to track Net Promoter Scores, customer engagement, and other KPIs. This keeps everyone in the loop and allows for timely interventions.
DevOps: The Heartbeat of Your System
Scheduled reports can serve as a regular health check for your systems. Whether it's server uptime, error rates, or resource utilization, getting a scheduled report can be like a regular check-up for your infrastructure.
Sales and Marketing: The Pulse and the Push
Sales and marketing teams often operate on different rhythms. A scheduled dashboard can sync up these departments by providing a regular snapshot of leads, conversions, and other metrics that fuel the revenue machine.
Compliance: Keeping It Tight
In industries where compliance is key, scheduled reporting can be a lifesaver. Regular reports can ensure that you're meeting all regulatory requirements, giving you one less thing to worry about.
Dashboards are not just mirrors reflecting real-time data; they're time machines capturing the essence of your business at critical moments.
Known Limitations / Unsupported components
Fetch dimensionblock does not work with "Custom Data"
The following action blocks will not be run during report generation: