Reports Overview

The Reports section allows users to create and manage recurring reports from dashboard visualizations. Reports can be configured as either Scheduled or Cached.

To open reports, go to Dashboards > Reports in the left navigation. The Reports page has three tabs: Scheduled, Cached, and History. Click New report to create one.

Organize reports into folders

Reports can be organized into folders. Every report belongs to a folder, and a report that is not assigned to a specific folder lives in the default folder.

To create a folder:

1. Open the Reports page.
2. In the Folders panel, select the + (plus) icon.
3. Enter a name for the folder and save it.

To work with reports across folders:

• In the search field, choose This folder or All folders to search the current folder or every folder.
• To move a report to a different folder, select the report and use Move to Folder.

Configure the report format

When you create or edit a report, you can control how the report is generated and delivered.

Report Type

• PDF (default): generates a multi-page PDF of the dashboard.
• PNG (Image): captures an image of the dashboard. PNG captures only the first visible page. To include multiple pages, use PDF.
• CSV (Data): exports the underlying panel data as CSV rather than a rendered image of the dashboard.

Attachment Style

• Standard — downloadable attachment (default): the report is delivered as a file attached to the email.
• Inline — embedded in email body: the report image is embedded inline in the email body.

Custom Dimensions (Advanced)

You can optionally set Width (px) and Height (px) for the generated output. If these fields are left blank, the server default dimensions are used.

Dashboard preview

When every dashboard in the report is a PDF, you can select Include inline dashboard preview image. The email body then embeds a PNG screenshot of the dashboard alongside the PDF attachment.

Report frequency

Reports can run on a recurring schedule (Hourly, Daily, Weekly, Monthly, Custom, or a Cron Job expression), or run a single time. A report configured with the Once frequency runs a single time and is then automatically paused (disabled). Re-enable it, or use a recurring frequency, to run it again.

Run history

Click a report in the list to open its page, which has a History tab with its runs and a Configuration tab with its settings. The History tab on the Reports page lists runs across all reports. Each run shows its status (Sent, Cached, Failed, or Skipped), trigger, recipients, and timing; open a run for its delivery and timing details.

Click Run now to send a report immediately with the current data. A cached report warms the dashboard cache and sends no email.