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Version: 1.0.0

Scheduled Reports

TwinEdge allows you to schedule automatic report delivery, ensuring stakeholders receive critical insights without logging in.

Professional Feature

Scheduled Reports are available on Professional (10 max) and Enterprise (unlimited) plans.

Overview​

Scheduled reports automatically:

  • Capture dashboard screenshots or run queries
  • Generate PDF, PNG, or CSV exports
  • Email reports to specified recipients
  • Run on configurable schedules

Creating a Report​

From a Dashboard​

  1. Open the dashboard you want to report
  2. Click Share → Schedule Report
  3. Configure the report

From a Query​

  1. Open a saved query in SQL Lab
  2. Click Schedule Report
  3. Configure the report

Report Configuration​

General Settings:

  • Name: Descriptive report name
  • Description: What this report contains

Schedule:

  • Frequency: Daily, Weekly, Monthly
  • Day/Time: When to run (e.g., Monday 8:00 AM)
  • Timezone: Report timezone

Format:

  • PDF: Full dashboard with all widgets
  • PNG: Single screenshot image
  • CSV: Data export (queries only)

Recipients:

  • Add email addresses
  • Add Slack channels (if integrated)

Schedule Options​

Daily Reports​

Run every day at a specific time:

Every day at 8:00 AM EST

Use cases:

  • Morning shift briefings
  • Daily KPI summaries
  • Overnight alert digests

Weekly Reports​

Run on specific days:

Every Monday and Friday at 9:00 AM EST

Use cases:

  • Weekly performance reviews
  • End-of-week summaries
  • Management updates

Monthly Reports​

Run on specific dates:

1st and 15th of each month at 10:00 AM EST

Use cases:

  • Monthly business reviews
  • Compliance reports
  • Billing summaries

Custom Cron​

Enterprise tier allows custom cron expressions:

0 6 * * 1-5  # Weekdays at 6 AM
0 8 1,15 * * # 1st and 15th at 8 AM
0 */4 * * *  # Every 4 hours

Report Formats​

PDF Reports​

Full dashboard export:

  • All widgets rendered
  • Multiple pages if needed
  • Includes dashboard title and timestamp
  • Page size: Letter or A4

PNG Screenshots​

Single image capture:

  • Entire dashboard in one image
  • Good for Slack/Teams posting
  • Configurable resolution

CSV/Excel​

Data export:

  • Query results as spreadsheet
  • Includes column headers
  • Supports large datasets

Managing Reports​

Report List​

View all scheduled reports:

  1. Go to Analytics → Reports
  2. See all configured reports
  3. View status and last run time

Report Status​

StatusMeaning
ActiveRunning on schedule
PausedTemporarily disabled
FailedLast run encountered error

Edit Report​

  1. Click the report name
  2. Modify settings
  3. Click Save

Run Now​

Execute a report immediately:

  1. Click the report
  2. Click Run Now
  3. Report is generated and sent

View History​

See past report executions:

  • Execution time
  • Status (success/failed)
  • Recipients
  • Download past reports

Delete Report​

  1. Click the report
  2. Click Delete
  3. Confirm deletion

Email Configuration​

Email Templates​

Reports include:

  • Subject: [TwinEdge] Report Name - Date
  • Body: Summary and link to dashboard
  • Attachment: PDF/PNG/CSV file

Email Delivery​

Reports are sent via Azure Communication Services:

  • From: reports@twinedgeai.com
  • Reply-to: Your organization email

Troubleshooting Email​

If reports aren't being received:

  1. Check spam/junk folders
  2. Verify recipient email addresses
  3. Check report history for errors
  4. Contact support if issues persist

Slack Integration​

Setup​

  1. Go to Settings → Integrations → Slack
  2. Connect your Slack workspace
  3. Select channels for report delivery

Slack Reports​

Reports posted to Slack include:

  • Report name and timestamp
  • PNG preview (if applicable)
  • Link to full dashboard
  • File attachment (PDF/CSV)

Report Permissions​

Who Can Create Reports​

  • Dashboard editors can schedule their dashboards
  • Query owners can schedule their queries

Who Can Receive Reports​

  • Any valid email address
  • Connected Slack channels
  • Must comply with organization's data policies

Report Access Control​

Enterprise tier features:

  • Restrict who can create reports
  • Approve report recipients
  • Audit report distribution

Best Practices​

Report Design​

  • Clear titles: Recipients should understand content
  • Appropriate frequency: Match business needs
  • Right format: PDF for executives, CSV for analysts
  • Timezone awareness: Schedule in recipients' timezone

Performance​

  • Schedule reports during off-peak hours
  • Large dashboards may take longer to render
  • CSV exports are faster than PDF

Recipient Management​

  • Keep distribution lists current
  • Remove departed employees
  • Use groups instead of individuals when possible

Limits by Tier​

TierMax ReportsFormatsRecipients per Report
Professional10PDF, PNG, CSV10
EnterpriseUnlimitedPDF, PNG, CSV, Excel50

API Access​

List Reports​

GET /api/v1/bi/reports
Authorization: Bearer YOUR_API_KEY

Create Report​

POST /api/v1/bi/reports
Authorization: Bearer YOUR_API_KEY
Content-Type: application/json

{
  "name": "Daily Production Summary",
  "dashboard_id": "dash-123",
  "format": "pdf",
  "schedule": {
    "frequency": "daily",
    "time": "08:00",
    "timezone": "America/New_York"
  },
  "recipients": [
    {"type": "email", "address": "manager@company.com"},
    {"type": "slack", "channel": "#reports"}
  ]
}

Update Report​

PUT /api/v1/bi/reports/{id}
Authorization: Bearer YOUR_API_KEY
Content-Type: application/json

{
  "name": "Updated Report Name",
  "schedule": {
    "frequency": "weekly",
    "day": "monday",
    "time": "09:00"
  }
}

Delete Report​

DELETE /api/v1/bi/reports/{id}
Authorization: Bearer YOUR_API_KEY

Run Report Now​

POST /api/v1/bi/reports/{id}/run
Authorization: Bearer YOUR_API_KEY

Troubleshooting​

Report Not Running​

  1. Check report status (not paused)
  2. Verify schedule configuration
  3. Check for system maintenance windows
  4. View error logs in report history

Report Content Issues​

  1. Verify dashboard loads correctly
  2. Check data source connectivity
  3. Ensure time range is appropriate
  4. Test with "Run Now"

Email Delivery Issues​

  1. Verify recipient email addresses
  2. Check organization email settings
  3. Look for bounced email notifications
  4. Contact support for delivery logs

Next Steps​