New Feature
Scheduled PDF Reports for Custom Dashboards
Custom dashboards can now be exported and scheduled as PDF reports. The report contains the widgets you put on the dashboard, in the same order, and is titled with the dashboard's name. A schedule follows its dashboard, so if you change the widgets or rename the dashboard, the next report picks that up.
- Team dashboards can be scheduled to anyone with access to the project. Personal dashboards can be scheduled to their owner only.
- The "View report in app" link in the email opens the dashboard as it's saved, so you can keep exploring from the live page.
- Deleting a dashboard stops its schedules. Making a team dashboard personal asks for confirmation first, because it stops other people's reports.
- Monitor reports use the same widgets as the dashboard.
Send stakeholders the AI visibility numbers they care about
- Build a dashboard per audience, for example a short one for leadership and a detailed one for the content team, and schedule each to its own recipients.
- Agencies can build one dashboard per client and send it weekly, so the report always matches what the client sees when they log in.
