In this section, we will introduce you to datapine’s Reporting module. You will learn how to set up automated email reports in datapine and how to manage your active reports to always deliver your KPIs and insights on time.


datapine’s reporting function allows you to create automated reports that will be sent to selected recipients on a defined schedule. You can set up a daily, weekly or monthly timer that will send your dashboards fully automated as an email attachment to your colleagues and clients to keep them up to date. By filling in the report properties, you can even include a personalized message to be sent along with the attached dashboard snapshot.


You may choose between two types of reports. Our standard reports allow you to share an export of your dashboard with any email recipient you want, while the custom reports let you use the filters on your dashboard to define user-specific content that you wish to share with the users or viewers of your organization.



1) Create Standard Reports


In this section, you will be introduced to our standard reports that enable you to share a snapshot of your dashboards with coworkers, investors or clients. Learn how to set up an automated report that will share a static export of your dashboard on a scheduled time plan.



2) Create Custom Reports


In this section, we will show you how to create a customized report using filters to create user-specific content based on one single dashboard. We will show you how to set up global filters that apply for all recipients of the report and how to customize filters for each of the recipients if required.



3) Manage reports


In this section, you will learn you how to manage your reports in datapine. We will demonstrate how to duplicate reports, edit your active reports and deactivate or delete them directly in the REPORTS overview.