Filter, print and email a report

Narrow a report with its filters, print it or save it as a PDF, and send it on a schedule with an Excel, Word or PDF file attached.

In short

Narrow a report with its filters, and print it or save it as a PDF from the browser. A schedule can also email it, with the Excel workbook, the Word document or the PDF attached when that is safe.

Before you start

Who: anyone who can run the report can filter and print it. A schedule needs a confirmed email address. Recipients need no {{brand}} account.
Plan: Analytics is part of every plan, Free included.
First: for a schedule, decide who may see every figure; a file is attached only when all recipients may.

Steps

Open a report and choose its target. When it has filters, a select appears for each one beside the target.
Choose a value, or keep "Any". The report runs again with it, and the address keeps it for a link or a reload.

Press "Download" and choose "Print / Save as PDF".
In the browser's print window, choose a printer or Save as PDF.

Press "Schedule…" on the report. The schedule keeps the filters you chose.
Under "File with each email", choose "None - the link only", "Excel workbook", "Word document" or "PDF document".
Add recipients and press "Save schedule".

Result: the paper version prints in light colours on A4 with the workspace, the date and page numbers, and charts as they look on screen.

Good to know

Every email links to the kept copy of the report. The file is attached only when it is 5 MB or smaller, and never when some recipients may not see every figure.
A kept run shows its "Fingerprint", which also prints, so a copy can be checked against the original.
"Show as table" turns a chart into a table you can read with a screen reader; "Copy data" pastes it into a spreadsheet.
A download always matches the filters on screen.

A file leaves the platform's rules behind Once a report is printed, saved or attached to an email, access rules no longer apply to it. Check the recipients before you save a schedule.

If something goes wrong

The file is not in the email: it is larger than 5 MB, or some recipients may not see every figure. The email still carries the link.
A filter disappears: the target you chose no longer offers that value.