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Showing articles from scheduled reports tag

How to set up a Report Subscription?

Report Subscription in HappyFox BI (Scheduled reports) sends automated report emails to recipients at the scheduled time with no human intervention based on the pre-set time, frequency, and content. Setting up Report subscription: * Hover over the page name on the main screen. * Click on the mail icon next t…

How to create and use a Report Template?

A Report template can be used to replicate a report and then tweak the replicated report based on your needs if required. Creating a Report template: * Create a report . * Click on the edit symbol next to the report name in the menu. * Click on ‘Save as report template’. * Add a name for the report…

What are Scheduled Reports?

Scheduled reports in HappyFox allow you to send periodic emails of the data in certain reports of your choice, at a frequency determined by you. Applicable Plans: ❌ Mighty ❌ Fantastic ✔️ Enterprise ✔️ Enterprise Plus How can I create scheduled reports? * Log in to your HappyFox agent panel. * You should have per…

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