Scheduling and Sending Reports

Unifyr allows you to send individual reports as a one off delivery to single or multiple users. 

You can also schedule a regular report refresh. You can send a report to many people automatically, on specified dates/times. Each scheduled delivery can be configured with different, persistent filter settings, for example for different regions or timeframes, sent to different users in different formats, and sent on specific schedules. 

Delivery can be made via one of these supported methods: Email, Webhook, Amazon S3, SFTP, Google Sheets, Slack.

For more information, see Looker > Delivering Looks and Explores (this is an external site, so we have no responsibility for the content).

1. Navigate to Analytics & Reports.
2. Open the report you want to send.
3. Click  > Send (for a one off delivery now) or  > Schedule (to set up a regular automated delivery)

4. Provide this information:

   Parameter	Type	Description
   Title	Text	Enter a title for this delivery. This defaults to the name of the report. It's good practice to edit this value, especially if you're scheduling multiple deliveries, to differentiate this delivery from others that use the same standard report. The value will accompany the delivery of the report, for example it will be the title of an email. It will also identify the delivery in the list of scheduled deliveries in the Schedules area of the left sidebar.
   Where should this data go?	Single select	Select from one of the supported delivery methods: Email Webhook Amazon S3 SFTP Google Sheets Slack
   Who should it be emailed to?	Text	If Email is selected as the delivery method Enter the email address of the email recipient. You can send to multiple addresses by entering a comma separated list of addresses in the field. Click Add to save the addresses to the distribution list. Click the X next to an address to remove it from the distribution list. Tick the Include a custom message checkbox to add a message to the recipient(s). The message will appear as the body of the email, above the report itself. The report will be sent from reports@unifyr.com. You should advise recipients so they can whitelist the address if required.
   Webhook URL	Text	If Webhook is selected as the delivery method Enter the target URL for the request
   S3 Details	Text	If Amazon S3 is selected as the delivery method Enter details: Bucket: The name of your Amazon S3 bucket (required) Optional Path: The folder to which to save data (optional) Access Key: The Access Key ID to your S3 bucket (required) Secret Key: The Secret Access Key to your S3 bucket (required) Region: The Amazon services region where your S3 bucket is hosted.
   SFTP Details	Text	If SFTP is selected as the delivery method Enter details: Address: The URL or IP address of the SFTP server to which you want to send your data (required) Username and Password: Login credentials for the SFTP server (required) Preferred key exchange algorithm: Choose the algorithm for establishing the connection (optional)
   Google Sheets	Text	If Google Sheets is selected as the delivery method Sign in to your Google account to access Google Drive and select the required location to deliver the file. You'll also be promoted for a name for the file (required).
   Slack	Text	If Slack is selected as the delivery method Log in to Slack to access your workspace and select the channel into which to post the report
   Format data as	Single Select	Not available if Google Sheets is selected as the delivery method Select the format in which the report should be provided. The available options depend on the delivery method you've selected. Data Table  Visualization CSV  XSLX  JSON-Simple JSON-Label  JSON-Simple, Inline  JSON-Detailed, Inline  Text  HTML
   Trigger	Single Select	If Webhook, Amazon S3, or SFTP is selected as the delivery method for a regular scheduled delivery Enter the type of trigger that will invoke the delivery: Repeating interval Datagroup update - if using this option, add details of the target datagroup in the Select Datagroup field.
   Deliver this schedule	Single Select	If scheduling a regular delivery of a report Select the cadence at which you want the report generated and sent - daily, weekly, monthly, hourly, or by minute You can then specify the exact day/time of the delivery. The options presented depend on the cadence you selected.
   Filters		Set values for any of the filters that exist for the report. Click the arrow to expand the area and expose the options. Use these settings to specify what data will be included in this delivery of the report (doesn't affect the base report). For information on setting up filters for a report, see How to Filter Reports and Dashboards.
   Advanced Options		Set additional directions for the delivery of the report. Click the arrow to expand the area and expose the options. Send this schedule if - define how the availability of results of the report will decide if the report is sent and results changed since last run - check this option to specify that the report should be sent if there are new results for the report Limit - send the results in the table or select All Results Email options (if Email is selected as the delivery method for a regular scheduled delivery) - Specify whether to include links If this option is selected, the data delivery emails include a link that the recipient can click to go to the report/dashboard Format options - specify how the report should be presented Apply data visualization options - select this option to specify that the report be sent as a table chart, using the settings configured for the visualization. For more information, see Exploring Reports and Looker > Applying visualization options (this is an external site, so we have no responsibility for the content). Formatted data values - select this option to send the data as a data table, as it appears in the Data section of the Explore window. For information about the Data section, see Exploring Reports. Timezone - select the target timezone for the delivery

5. Click Send if sending the report now.
6. [Optional, if scheduling a regular delivery of a report] Click Send Test to carry out a test delivery of the report.
7. [If scheduling a regular delivery of a report] Note that a summary of the current scheduled delivery is listed under Schedules in the left sidebar.  Click New to set up another scheduled delivery of the same report, with different content filters, delivery method, schedule, recipients, as required.
8. Click Save All to save the report.  Once saved, the report will run and send on the specified schedule(s).