Part 7: Automatic reports

The automatic reports are a great way to communicate the data to your colleagues, who may not have the time to work directly in the platform. As mentioned, you can adapt reports to different departments, work groups, or even individuals.

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We have some tips to share with you:

• Adapt the content to the recipients – both which charts to include and which segments

• Don’t be afraid to exclude charts

• Add descriptions of the charts to help the readers of the report to understand what they are looking at, how the scores are calculated and so on

 

You can read more about our tips in this article:

• How to create a good automatic report

 

Or more about settings in these articles:

• Date settings

• Date offset

 

And with that, we have reached the summary of this onboarding.