Schedule, send, or download Customer Insights data

Explore ways to share Customer Insights reports with user who don't have Customer Insights licenses.

Schedule, send or download Customer Insights data

• Create conditional alerts
  Using Customer Insights as a simple (but oft-times useful) monitoring tool.

• Schedule data delivery for legacy Dashboards
  Have legacy Dashboard data automatically sent to a specified set of users on a specified set of dates and times.

• Schedule data delivery for upgraded Dashboards
  Have upgraded Dashboard data automatically sent to a specified set of users on a specified set of dates and times.

• Schedule data delivery for Looks
  Have Look data automatically sent to a specified set of users on a specified set of dates and times.

• Send a legacy Dashboard report
  Forward a legacy Dashboard report to a user or a group of users.

• Send an upgraded Dashboard report
  Forward an upgraded Dashboard report to a user or a group of users.

• Send a Look report
  Forward a Look report to a user or a group of users.

• Download a legacy Dashboard report
  Download a legacy Dashboard report to your local computer.

• Download an upgraded Dashboard report
  Download an upgraded Dashboard report to your local computer.

• Download a Look report
  Download a Look report to your local computer.