Schedule
- In the report builder, go to the “Delivery” section.
- In the “Schedule” field, choose “Every Monday” or “Monthly on the 1st” and set the time.
- In the “Recipients” field, enter up to 20 email addresses separated by commas. Recipients don’t need a fanero studio account.
- Fill in “Email subject” and “Email text”, then click “Save delivery”.
A weekly report covers the previous week, and a monthly report the previous month. The time follows the workspace time zone, and the builder shows the date of the next delivery. “Send now” queues the report for sending straight away, for the period set in the report. Every delivery goes into the “Delivery archive”, and its status appears in the “Status” column of the report list.
Delivery and schedules are set up by the Owner, an Administrator or a Manager.
Live link
The link shows the report with current data to someone without a fanero studio account. In the “Live link” section, choose a validity of 7, 30 or 90 days, enter a password if you want (at least 8 characters) and click “Create link”. Copy the address straight away, because later you’ll only see the expiry date.
- The link doesn’t show the inbox, connection status or publishing plan, only the statistics widgets saved in the report.
- Next to the link you can see how many times it was opened. “Revoke” switches it off immediately.
- The link stops working if the person who created it loses permission to send reports.