---
title: "Can I send a test Trend Insight report?"
slug: "can-i-send-a-test-report"
updated: 2026-04-23T09:11:23Z
published: 2026-04-23T09:11:23Z
canonical: "support.whatfix.com/can-i-send-a-test-report"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.whatfix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Can I send a test Trend Insight report?

Yes, Whatfix enables you to send a test Trend Insight report before creating a schedule. This helps senders understand how the report would look for recipients.

Use the following steps to send a test email of your report:

1. On the [Whatfix Analytics dashboard](/product-analytics/docs/how-can-i-access-the-product-analytics-dashboard), click **Insights**.  

![pa_click_insights_left_pane.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/pa_click_insights_left_pane.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A38Z&se=2026-11-10T17%3A41%3A38Z&sr=c&sp=r&sig=OAc0sg3viW8Q4pBSzXRP27zOoiSVK8gORrCKp8VzlAE%3D)

1. Click the Trend Insight you want to schedule.

![trend_insight_select_insight_to_schedule_listing.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trend_insight_select_insight_to_schedule_listing.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A38Z&se=2026-11-10T17%3A41%3A38Z&sr=c&sp=r&sig=OAc0sg3viW8Q4pBSzXRP27zOoiSVK8gORrCKp8VzlAE%3D)
2. Click **Schedule**.

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ei_click_schedule.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A38Z&se=2026-11-10T17%3A41%3A38Z&sr=c&sp=r&sig=OAc0sg3viW8Q4pBSzXRP27zOoiSVK8gORrCKp8VzlAE%3D)
3. In the **Schedule** dialog box, click **Create schedule**.

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/create_schedule_for_ei.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A38Z&se=2026-11-10T17%3A41%3A38Z&sr=c&sp=r&sig=OAc0sg3viW8Q4pBSzXRP27zOoiSVK8gORrCKp8VzlAE%3D)
4. Enter a name for the reporting schedule.

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/enter_name_for_schedule_in_ei.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A38Z&se=2026-11-10T17%3A41%3A38Z&sr=c&sp=r&sig=OAc0sg3viW8Q4pBSzXRP27zOoiSVK8gORrCKp8VzlAE%3D)
5. Enter the email IDs of the recipients and then click **Add** or press the **Enter** key on your keyboard. Use a comma to separate the email IDs.

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/enter_email_id_for_report_schedule.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A38Z&se=2026-11-10T17%3A41%3A38Z&sr=c&sp=r&sig=OAc0sg3viW8Q4pBSzXRP27zOoiSVK8gORrCKp8VzlAE%3D)
6. Schedule the reports using any one of the conditions. For more information on the conditions, see [Schedule a Trend Insight](/product-analytics/docs/schedule-a-trend-insight).

![schedule_trend_insight_all_conditions.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/schedule_trend_insight_all_conditions.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A38Z&se=2026-11-10T17%3A41%3A38Z&sr=c&sp=r&sig=OAc0sg3viW8Q4pBSzXRP27zOoiSVK8gORrCKp8VzlAE%3D)
7. Click **Send test mail**.![send_test_mail](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/send_test_mail.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A38Z&se=2026-11-10T17%3A41%3A38Z&sr=c&sp=r&sig=OAc0sg3viW8Q4pBSzXRP27zOoiSVK8gORrCKp8VzlAE%3D)
8. In the **Send test mail** dialog box, enter the email IDs of the recipients to whom you want to send the test report, and then click **Add** or press the **Enter** key on your keyboard. Use a comma to separate the email IDs.![add_recipient_test_mail](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/add_recipient_test_mail.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A38Z&se=2026-11-10T17%3A41%3A38Z&sr=c&sp=r&sig=OAc0sg3viW8Q4pBSzXRP27zOoiSVK8gORrCKp8VzlAE%3D)

> [!WARNING]
> Note:
> 
> Ensure that you whitelist the email domains of the recipients before sending them the test mail. By default, the currently logged-in Whatfix Analytics dashboard user’s email ID is added to the recipients list, which can be removed.
9. Click **Send**.![send_test_mail_with_email_id](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/send_test_mail_with_email_id.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A38Z&se=2026-11-10T17%3A41%3A38Z&sr=c&sp=r&sig=OAc0sg3viW8Q4pBSzXRP27zOoiSVK8gORrCKp8VzlAE%3D)

> [!WARNING]
> Note:
> 
> The added recipients receive a test report from Whatfix with the subject, **[Test] Scheduled Insight: <Schedule name>**.
> 
> ![test_mail](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/test_mail.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A38Z&se=2026-11-10T17%3A41%3A38Z&sr=c&sp=r&sig=OAc0sg3viW8Q4pBSzXRP27zOoiSVK8gORrCKp8VzlAE%3D)
> 
> After confirming the look and feel of the test report, save the Schedule for your report.