How to Setup Email-based Report Scheduling in Xenia

Email-based report scheduling ensures stakeholders receive timely updates without manually generating reports. Use this guide to automate reporting from dashboards and checklists.

Step 1: Navigate to Reporting

1. Log in to Xenia.
2. Go to Reporting.
3. Select the report/dashboard you want to schedule.

Step 2: Configure Report Parameters

1. Set filters (location, team, date range).
2. Choose metrics to include (checklist completions, photo submissions, KPIs).

Tip: Confirm the data selection matches what recipients need.

Step 3: Report Automation

1. Navigate to Report Schedules under Report Automation

2. Click Create Schedule 

3. Choose Report Type (Grid Report, Submissions Export, Task Export)

4. Provide a Schedule Name
5. Select Export Format
6. Select Frequency and Delivery Time 
7. Set Data Range Filters and Data Visibility 
8. Enter Recipient 
9. Click Save.

Step 4: Test and Confirm

• Verify the first scheduled email is correct.
• Ensure formatting, data, and recipients are accurate.

Tip: Include team leads and managers in recurring reports for consistent oversight.

Step 5: Manage Scheduled Reports

• Edit or remove scheduled reports from the Scheduled Reports tab.
• Update recipients if there are staffing changes.

Watch the Complete Video Guide Below for Configuration: 

Troubleshooting

• Email not received? Check the spam folder and confirm the recipient email.
• Metrics incorrect? Verify dashboard or report filters.

Need Help?

Feel free to reach out to us at support@xenia.team