Schedule a Report to Slack
Discover how to schedule reports to be automatically sent to your designated Slack channel, keeping you informed and up to date without switching platforms.
Assisty provides the ability to schedule a report to be automatically sent to a designated Slack channel. This feature allows you to conveniently receive the report updates within your Slack workspace, ensuring that you stay informed without switching between platforms. Follow the steps below to schedule a report to Slack:
Select a Custom Report:
Choose the custom report you want to schedule from your saved reports or custom report library. This report will be used as the basis for your scheduled email. You can create a new custom report here
Set Interval:
Determine the frequency at which you want the report updates to be sent to Slack: daily, weekly, or monthly. Select the interval that best suits your reporting needs.
Choose Delivery Time:
Specify the time of day when you want the report updates to be sent to Slack. Set the delivery time that aligns with your workflow and ensures timely access to the updated data.
Define Slack Channel:
Connect Assisty to your Slack workspace and authorize the necessary permissions for integration.
Select the Slack channel where you want the report updates to be posted. Ensure that you have the necessary permissions and access to the specified channel.
By following these four steps, you can easily schedule a report to be automatically emailed to you or other recipients. This feature allows you to receive the report regularly and conveniently, keeping you up to date with the latest data and insights.
Assisty provides the ability to schedule a report to be automatically sent to a designated Slack channel. This feature allows you to conveniently receive the report updates within your Slack workspace, ensuring that you stay informed without switching between platforms. Follow the steps below to schedule a report to Slack:
Select a Custom Report:
Choose the custom report you want to schedule from your saved reports or custom report library. This report will be used as the basis for your scheduled email. You can create a new custom report here
Set Interval:
Determine the frequency at which you want the report updates to be sent to Slack: daily, weekly, or monthly. Select the interval that best suits your reporting needs.
Choose Delivery Time:
Specify the time of day when you want the report updates to be sent to Slack. Set the delivery time that aligns with your workflow and ensures timely access to the updated data.
Define Slack Channel:
Connect Assisty to your Slack workspace and authorize the necessary permissions for integration.
Select the Slack channel where you want the report updates to be posted. Ensure that you have the necessary permissions and access to the specified channel.
Conclusion
By following these four steps, you can easily schedule a report to be automatically emailed to you or other recipients. This feature allows you to receive the report regularly and conveniently, keeping you up to date with the latest data and insights.
Updated on: 06/07/2023
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