How do I email a report?

Requirements

• Recipients must have logged in to MI at least once.

• Charts must be set to Table view for email delivery.

Enable email reporting for a dashboard

1. Open the Dashboard menu (three-dot menu).

2. Check Send as email report to activate email reporting for this dashboard.

Once activated, a bar with additional settings will appear.

Configure the email report

You must fill in the following fields:

1. Frequency

   • How often the report should be sent (daily, weekly, monthly, etc.).

2. Date range

   • Example: Last 3 months.

3. Recipients

   • Only users who have logged in previously will appear in the list.

4. Send report now

   • Sends the report immediately to all recipients.

5. Send to yourself

   • Sends a copy to you, even if you are not on the recipient list.

   • Useful for previewing the report or forwarding it with your own comments.

Are there other ways to send email reports?

At this time, email reporting is only available through the Dashboard email report function.

If you need a different report format or distribution method, you can export the data and send it manually.

You can also take a screenshot of the diagram.