How do I share a Performance AI report?

You can share the Performance AI reports through Email or save them as PDFs for easy access. This outlines the process to do so.

 

A. Go to Performance AI

 

B. Bring up your chosen report for a particular property and a specific time period.

 

C. On the Report page:

a. Click on the Share icon on the top-right.

 

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C. After clicking the Share icon:

b. If you click “Export as PDF,” your report will be downloaded as a PDF. 

c. If you click “Email Report,” you can immediately send the reports to selected emails

d. If you click “Schedule Email(s),” you can send emails to the administrator Emails at a

     set frequency and for a relative date range. 

 

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D. Click on Email Report:

e. Input the emails you want to send the report to.

f. Click Send to send the mail.

 

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E. Click on Schedule Email(s):

g. Select recipients from your Organization who’ll receive these emails. 
h. Select the date range of the selected report for which you want to send the regular emails.
i. Determine the frequency of reports (Daily, Weekly, Monthly, or Once).
j. Name the schedule as something unique for quick reference.
k. The summary will give you a summary of the report you’re sending.
l. Start the Scheduler. 
m. If you want to change your preferences, reset the form.

 

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