---
title: "Creating a Report"
slug: "creating-a-report"
updated: 2026-07-31T23:55:21Z
published: 2026-07-31T23:55:21Z
canonical: "docs.preset.io/creating-a-report"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.preset.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a Report

Alerts and Reports RequirementThe Alerts and Reports functionality is only available for teams on the  [Professional and Enterprise plans](https://preset.io/pricing/?utm_source=Preset-Docs&utm_medium=Referral&utm_campaign=Preset-Docs).

👤 This documentation is intended for Primary Creators and Workspace Admins. Check with your Team Admin for additional access.

## How to Create a Report

After navigating to the *Alerts & Reports* screen, you'll be taken to the *Alerts* interface by default. To navigate to the *Reports* screen, select the **Reports** tab and, to create a new report, select **+ Report**.

![](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/image-1681497249757.png)

The *Add Report* panel appears.

![](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/image-1681497283766.png)

### Define Basic Report Details

To start, we need to define some basic details for your new report. In this walkthrough tutorial, we will create a report of a sales dashboard that is sent via e-mail every Monday at 9:00am. Let's start with the horizontal panel across the top of the *Add Report* panel.

- In the **Report Name** field (required), enter a name for your new report.
- In the **Owners** field (required), select one or more owners for the report. An owner has the ability to edit a report. They are also notified in case of any execution failures.
- In the **Description** field, enter a short but meaningful description of the report.

The **Active** toggle switch is automatically enabled. Our report's Basic Information looks as follows:

![](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/image-1681498043503.png)

### Define the Report Schedule

This panel is used to define how frequently the report will be sent to a defined notification channel(s).

**Specify Time** The first schedule option enables you to specify a highly granular schedule based on your specific requirements. Data can be checked every minute, hour, day, week, month, or year, The day, week, month, and year options all allow you to define a schedule down to the hour & minute granularity.

**Check or Enter CRON** After setting a schedule, the subsequent **CRON** field will automatically populate with an equivalent CRON expression that represents your defined schedule. Alternatively, you can also directly enter a [CRON](https://crontab.guru/) expression by selecting the secondary radio button and entering the expression in the **CRON Schedule** field.

**Select Timezone** In the **Timezone** field, select the drop-down menu and choose your timezone.

![](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/image-1681498271810.png)

### Define Schedule Settings

- In the **Log Retention** field (required), enter the number of days that the report will be stored in the execution log. By default, this is set to 90 days.
- In the **Working Timeout** field (required), enter the number of seconds that the report job is allowed to run before it results in an automatic timeout. By default, this is set to 3600 seconds.

![](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/image-1681498346196.png)

### Define Message Content

In the **Message Content** section, select either the **Dashboard** or **Chart** radio button. Then, in the drop-down field, select the relevant dashboard or chart — a custom link will be prepared and sent based on the defined notification method (below).

When you select the Dashboard radio button, two optional controls let you narrow what gets sent:

- **Select tab**: pick a single tab of the dashboard from the drop-down. When a tab is selected, the alert captures and sends only that tab instead of the full dashboard. Leave it empty to send the first dashboard tab.
- **Dashboard Filter**: choose an existing dashboard filter from the Select Filter drop-down, then set a Value. The screenshot is generated with that filter applied, so recipients see the dashboard scoped to those values. To apply more than one, select + Apply another dashboard filter.

**Screenshot Width** is an optional parameter which allows you to customize the width (in pixels) for your alert dashboard / chart screenshot. Your custom width can be between 600 and 2400 pixels. The format is the plain number ( ex. `2000 `). Utilizing the custom screenshot width may allow you to show more columns in an wide table chart which would normally be cut off by the typical screenshot width; please note that tables wider than the maximum limit of 2400 pixels will be cut off.

**Ignore cache when generating screenshot** checkbox to produce real-time data (invalidating cache).

![](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/image-1785542028995.png)

### Define Notification Method

In the **Notification Method** section, select **Add notification method**. The **Select delivery method** drop-down field appears.

Select this field and then select either **Email** or **Slack**, as needed. On selection, you will be prompted to enter an e-mail address or the channel name. In this example, we will send the dashboard to an e-mail address. You can also configure it to be sent to both recipient types:

![](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/image-1681498651446.png)

Good job, your report is ready to go! To finalize your report, select **Add**.

## How to Schedule from the Dashboard or Chart Interface

A report can be scheduled via a dashboard or via a chart.

### Via a Dashboard

View a dashboard and, in the top right corner, select the ellipsis icon and then **Manage email report > Set up an email report**.

![](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/image-1682098857155.png)

### Via a Chart

View a chart and, in the top right corner, select the ellipsis icon and then **Manage email report > Set up an email report**.

![](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/image-1682098953801.png)

### Configure the Scheduled Report

In the **Report Name** field (required), enter a memorable name for the new report and, in the **Description** field, enter a brief description of the report. Here's an example:

![](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/image-1682099025966.png)

### Scheduling a New Report

After the word **Every**, select the frequency of the report. Options include:

- Year
- Month
- Week
- Day
- Hour
- Minute

After you select one of the above, the scheduler will present options that are relevant to your choice.

Selecting hours, minutes, dates, and days

Note that when you make a selection from a drop-down menu, it will **not** replace any existing content but, rather, produce an additional selection. Select the **x** icon to clear a field, as needed.

Here are some examples:

#### Daily Report

| **Every day at 2pm** | **Every day at 6am and 2pm** |
| --- | --- |
| ![](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/image-1682099232492.png) | ![](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/image-1682099277209.png) |

#### Weekly Report

| **Every Tuesday and Thursday at 10:30am** | **Every Friday at 4pm and 4:30pm** |
| --- | --- |
| ![](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/image-1682099397226.png) | ![](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/image-1682099467548.png) |

#### Monthly Report

| **Every month on the 11th at 11am** | **Every month on the 11th and 22nd, and also on Fridays, at 4:30pm** |
| --- | --- |
| ![](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/image-1682099544067.png) | ![](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/image-1682099593085.png) |

The **Timezone** field defaults to your current location — use the drop-down menu to change this value, if needed.

### Define Message Content

For dashboards, only Image (PNG) is supported so this is automatically selected. For charts, choose between:

- **Image (PNG) embedded in email** field to receive the chart as an image that is directly embedded within the e-mail's message body.
- **Formatted CSV attached in email** field to receive the chart's raw data as a comma-separated value file that is attached to the e-mail.

In either case, you will also be provided with a link to view the asset within Preset.

### Finalize the Scheduled Report

When done, select **Save**.

![](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/image-1682100953394.png)

Great work! Your schedule has now been created. To verify, select **Settings** → **[Alerts & Reports](https://portal.document360.io/v1/docs/alerts-reports)** → **Reports** tab.