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Scheduled Dashboard Reporting
Scheduled Dashboard Reporting

Scheduled reports, right from Astrato. Generate reports and create action workflows to mimic user journeys, cycling through data.

Piers Batchelor avatar
Written by Piers Batchelor
Updated over a week ago

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.

πŸ‘¨β€πŸŽ“ 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.

βœ‰ We currently have a limit of 100 recipients per email/schedule - you may want to consider using email groups so that updating the recipients can be managed in your company directory.

Please get in touch with support if you wish to increase this limit.

β„Ή Ensure that Automated Reporting is enabled in the admin settings.

This is required for Astrato to be able to mimic the access of a given user, a necessary security setting.

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.

Type:

  • 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.

β„Ή A report can be setup with actions, found in the workbook editor, within the left hand side toolbar.

Using actions means that you can setup flows as if you were a user, and decide how reports are captured. Include filters, set variables, show and hide objects, all using actions.

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.

Astrato New Schedule builder

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.

⚠ Be aware of the field chosen, since each value will be looped through and selected

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.

Example output of "Neighbourhood Pricing Report"

Generated in a 1:1 aspect ratio: Neighbourhood Pricing Report.pdf


Use cases

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 dimension block does not work with "Custom Data"

  • The following action blocks will not be run during report generation:

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