Q3 R1 2024 Release

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Q3 R1 2024 Release
Last update: August 21, 2024

Schedule Trend Insight reports

What is new?

Whatfix enables you to schedule your Trend Insight reports, which are sent as emails to your stakeholders. Create a schedule, add recipients, set the scheduling conditions and Whatfix automatically sends the Trend Insight report as an email based on the schedule.

trend_insight_report_scheduler

Why does it matter to me?

With the scheduling capability, Whatfix automatically sends Trend Insight reports to stakeholders periodically. Scheduling reports has the following advantages:

  • Removes the manual effort of downloading the report from the Whatfix Analytics dashboard and sharing it over email.
  • Helps stakeholders monitor analytics data without logging in to the dashboard.
  • Helps stakeholders identify data trends derived from historical data reports.

How do I do this?

This capability is available to everyone without any extra configuration. For more information, see Schedule a Trend Insight.

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