Create a Standard Report



In this section, we will show you how to set up a Standard Report in datapine to automatically deliver your dashboards directly to your recipient’s inbox.


Note: If you have any active filters on your dashboard, then the current filter settings will apply to the report as well. We recommend creating a copy of your dashboard that will be used as the template for your report to avoid filter conflicts.


1. Access the REPORTS overview via the toolbar.


2. Click on Create new report to add a new report template to your report overview.


How to create a standard report


3. In the Create new report menu choose Standard Report on the left-hand side to open a new standard report template.


How to create a standard report step 2


4. The report template consists of three areas that will require your input. The first section contains the Recipients and Email details. In this section, you will be asked to define a report title, select the recipients to whom the report will be sent to and include a subject and message that will be sent along with the dashboard attachment.


How to add recipients to a standard report


5. In the Content section, you may now select the dashboard or tab that you wish to include in your email report. You may also define the time frame for which the export will be created, as well as the format of the export: Excel, CSV, PDF or PNG. Please note, you will need to have an active time filter on your dashboard to be able to define a reporting time frame.


How to chose the content for a standard report


6. The Report Scheduler lets you choose the interval and the exact date and time when the report will be sent out to your recipients.


7. Before you save your settings use the Send me a test report function at the bottom of the report template to check. The test report will be sent directly to your user email.


8. Finally, click on Save to create your report. Now, your report is all set up and ready to be sent out fully automated at the scheduled time and interval.


How to schedule a standard report



For further details on our automated reports please also have a look at how to create a custom report or how to manage your active reports.




We recommend to always send yourself a test report before saving and activating a report. This helps you to avoid any inconvenience by making sure that you only share information that are intended for the recipients.