How do I set up a report scheduler or edit an existing report scheduler?

You can set up a report scheduler by opening a report in the Reporting module, applying filters, and creating a new schedule. This allows you to automatically send reports to selected recipients at set intervals.

How do I set up a report scheduler?

1. In the menu bar, go to the Reporting module.
2. Click on a report.
3. Select the desired filters. For example, set the Date filter to Last Month.
4. Click the Report schedule button in the top-right corner.
5. Click on Create a new scheduled report.
6. Enter a report name.
7. Enter the recipients (Spotler FeedbackPro users) or manually add email addresses.
8. Click Next at the bottom-right corner to proceed.
9. Fill in the schedule interval form and click Next at the bottom-right corner.
10. Double-check the schedule settings and click Finish if everything is set up correctly.

Spotler FeedbackPro was formerly called Insocial.

How do I make changes to an existing report scheduler?

You can edit an existing report scheduler through Report schedule. You have two options: adjust only the schedule and keep the existing filters, or update the filters based on the current filters in your dashboard.

1. Click Report schedule in the top-right corner.
2. For the report scheduler you want to update, click the gear icon.
3. Choose one of the two options: Edit schedule based on previously applied report filters to update the report while keeping the existing filters, or Edit schedule based on the current dashboard filters to have the report take on the filters currently set in your dashboard.
4. If you choose to update the filters, set the desired filters in your dashboard before applying this change. The report adopts the filters that are set at that moment.
5. Go through each step of the report scheduler builder, as when creating the report itself.
6. Click Finish to save your changes. These changes apply to all future scheduled reports.