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BI & ANALYTICS

Schedule and share automated reports

Instead of waiting for someone to export a report every morning, Apus sends recurring reports automatically to the right people at the right time.

Choose the report

Pick a report or dashboard you've already built. Because the data is live, each delivery reflects the figures at the moment the schedule runs.

Set the schedule

  1. Go to BI → Reports → Delivery schedule.
  2. Set the frequency (daily/weekly/monthly) and the send time.
  3. Choose the format (PDF or a dashboard link).

Recipients & permissions

Choose recipients by role. The system applies each recipient's data scope, so everyone sees only their own part even in a bulk delivery.

TIP

Deliver reports before your stand-up so everyone walks into the meeting with the same set of figures — less arguing about 'which number is right'.

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