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Insights - How to Schedule Reporting

Moshtix Client Support
Updated

What does it do?

Scheduling Reports allows you the flexibility to setup reports to be automatically emailed to a nominated distribution list for singular or multiple events. 

 

Why use it?

Scheduled Reports can be configured to be sent Monthly, Weekly, Daily, Weekly, Hourly, Minutes, Specific Months or Days, allowing you to set and receive at time intervals that suit your requirements. These reports can also be easily updated to an updated schedule frequency. 

Report formats can be received in a variety of formats, including CSV, PDF and PNG.

 

Who uses it?

Venues, Promoters, Finance, Operations, Marketing and Ticketing teams. 
 

 

 

How to use it?

How to Schedule Reporting

Schedule Reporting:

  1. To schedule results, click the triple dot icon in the top right corner .
  2. Then click SCHEDULE DELIVERY.
  3. Select the desired recurrence, choose a destination option and enter the recipients. details, and select the format of the results. 
  4. Click Save.

    TIP! You can also apply specific filters to filter the delivered results and include a custom message, links and more under Advanced Options.
Schedule Dashboard.png
Schedule Dashboard - Overlay.png

 

How to Set Tile Alerts

Set Tile Alerts: 

Set an alert notification for when data changes in specific tiles within Dashboards. 

  1. To set an Alert, Click the Alarm icon in the top right corner.
  2. Name the Alert and set what conditions apply to trigger the alert notification.
  3. Enter the Recipient details and frequency of the notification.
  4. Then click Save Alert
Alert.png
Alert - Overlay.png

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