Skip to main content
Reports carry numbers and topic names, never conversation text. Recipients do not need a Tars account, so a report reaches stakeholders who never sign in.

​
Before you start

Before you start, sign in to the dashboard and select the organization you want to work in.
  • You need the Admin role. Reports appears in Settings only for members who can manage the organization.
  • Reports use organization-wide Live data across deployments and channels. They do not inherit the deployment, channel, date-range, or Test filters currently selected in Analytics. The schedule determines the reporting period. Check that every recipient should receive this organization-wide report.
  • Arrange the cards on the Analytics page first. The email follows that order. See Change the layout.

​
Turn on email reports

1

Open Settings, then Reports

The Email reports page opens.
2

Turn on Send email reports

The email shows the blocks of your Analytics overview, in the same order.
3

Pick Weekly or Monthly under Schedule

Weekly sends every Monday, for the week before. Monthly sends on the 1st, for the month before.
4

Add recipients under Recipients

Type or paste email addresses. Enter, a comma, a space, or a semicolon adds each address. Add up to 20 addresses.
5

Select Save reports

A Report settings saved message confirms.
Reports are sent at 13:00 UTC. The report period follows your organization’s timezone.

​
What the report holds

The email reuses your organization’s saved card layout and chart palette, but not your current Analytics filters. It covers these cards when they are in the saved layout: Campaigns, Components, Labels, Tools and integrations, and WhatsApp messages stay in the dashboard. The email uses the chart colors an Admin saved on the Analytics page. See Pick chart colors. A PDF copy of the same report is attached. If the report holds a character the PDF cannot render, such as an emoji or a script outside Latin, the email is sent without the PDF.

​
Stop or change a report

To stop all reports, turn off Send email reports and select Save reports. To remove one recipient, remove the address from Recipients and save. The email has no unsubscribe link, so a recipient asks an Admin to remove them.

​
Verify

After the next Monday or the next 1st, check that recipients receive the report for the expected period. The supported cards follow your layout order. A PDF is attached when it can be generated. The footer says the email has numbers and topic names, no conversation text.