Core Workflows
Recurring Reports Setup
Create and manage scheduled DashboardGenius reports with the right cadence and recipients.
Recurring Reports Setup
Scheduled Reports automate repeat questions and keep stakeholders aligned.
What Scheduled Reports Include
Each scheduled report can include:
- A saved analytics question
- A run cadence (daily, weekly, or monthly)
- Recipients (team members, stakeholders, and optional custom emails)
- Optional visualization output
Setup Workflow
- Start from a proven question
- Give the report a clear title
- Set cadence and run time
- Select recipients
- Enable visualization if useful
- Save and verify first delivery
Cadence Selection Guide
- Daily: shift performance and fast-moving operations metrics
- Weekly: downtime patterns and improvement rollups
- Monthly: leadership summaries and quality trend reviews
Choose the slowest cadence that still supports decision-making. This keeps signal high.
Recipient Strategy
Use a role-based list:
- Team members: active operators and analysts
- Stakeholders: leaders or partners who need visibility
- Custom emails: external distribution where appropriate
Review recipients at least quarterly.
Writing Better Scheduled Questions
Use explicit time logic and output intent.
Examples:
- "Every Monday, summarize last week's downtime by line and top causes."
- "On the first day of each month, summarize prior month reject trends by SKU family and top changes."
Manage Existing Reports
From Scheduled Reports, you can:
- Pause or resume reports
- Edit settings and recipients
- Delete reports you no longer need
Treat paused reports as intentional backlog, not permanent storage.
Troubleshooting
Report output is not useful
Refine the underlying question first, then save again.
Too much email volume
Reduce cadence or narrow recipient lists.
Missing key recipients
Add team members/stakeholders in People, then update the report recipient list.
Next Guide
Continue with Visualizations and Sharing Insights.