Scheduled reports

The report you read every Monday morning without having to ask for it. Choose what, how often, and who: Annalist handles the rest.

How it works

Decide the content (for example: conversations of the week, percentage resolved, unanswered questions), the frequency (weekly or monthly), and the recipients. When the time comes, the report arrives via email in PDF, Excel, or CSV.

What you need to do

1. From the panel, Annalist section, create a scheduled report.
2. Choose the metrics, the period covered, and the format.
3. Specify the recipients and the frequency.
4. On the first send, check that the content is what you wanted.

Limits

• The report captures the data on the sending date: for a quick analysis of a different period, ask Annalist directly.
• Recipients receive your company data: only add people who need to see it.

Frequent problems

• The report didn't arrive → check your spam, then open a ticket.
• I want to change the metrics → edit the report from the panel: the new version will apply from the next send.

From the app

Receive a notification when a report is generated; configuration is done from the panel.