Key Steps
1. Set Filters 0:26
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Navigate to the market overview page or any dashboard in the analyst suite or sales enablement.
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Set your filters correctly, including:
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Market
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Selected categories
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Any other relevant product filters.
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2. Save the View as a Bookmark 0:38
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Go to the bottom right-hand corner of your screen.
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Click between the Explore and Sigma icons on the bookmark button.
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Select 'Save as New View' to save your current filter settings.
3. Select the Chart for Scheduled Report 1:03
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Choose the table or chart you want to send (e.g., trended total sales chart).
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Hover over the chart to see a white rectangle appear in the top right-hand corner.
4. Access the Export Menu 1:15
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Click on the three vertical dots in the top right-hand corner of the chart.
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Enter the export menu to choose between a one-time export or scheduled exports.
5. Set Up Scheduled Exports 1:42
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In the scheduled exports menu, you can:
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Add multiple recipients.
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Customize your message.
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Set the frequency of the report.
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6. Select the Saved Bookmark 1:55
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Ensure you select the bookmark you saved earlier next to the attachments option.
7. Customize Attachment Format 2:04
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Choose the format for the attachment to ensure it meets your expectations.
8. Finalize and Create Scheduled Access 2:17
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Review all settings.
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Press 'Create' to finalize your scheduled report.