Lightspeed Analytics allows you to save your report customizations and schedule the results to be emailed automatically. You can also save a report as a favorite.

Saving reports

Whether you've made some tweaks to a built-in report or designed your own custom report, you can save these changes to save time later. The next time you need that information, you can simply open the saved report and click Run.

To save a report:

1. Open any built-in report, make updates, and click Save as new report in the upper right-hand corner.
2. Give the new custom report a Title and a Description.
3. Optionally, check Share with entire company to make your new report available to other users on your Analytics account.
4. (Optional) Click the star beside Save Report to favorite the report.

   

5. Click Save As New.

If you Save Changes on a custom report, you will overwrite the previous version of that report.

Once your reports are saved, you can access them by clicking on the Reports icon under either the Favorite reports section or the All reports page.

Scheduling a report

You can schedule a report to be emailed to you either daily, weekly, or monthly.

1. Click Schedule in the upper right-hand corner of the report.

   

   

2. Using the dropdown menu, select the frequency of the email:
   • Daily
   • Weekly
   • Monthly

   If weekly, select the day of the week you'd like to receive the emailed report.

   

   If monthly, select the day of the month you'd like to receive the emailed report.

   

3. Check Alert Mode if you only want to receive the email if there is new data to share.
4. Click the + button to add a recipient to the email list. Use the dropdown menu to select the recipient, or select Enter other email address to manually enter one for the desired recipient. You can click the + button to add more than one recipient at a time. Click the - button to remove one from the list.
5. Click Schedule Email.

Lightspeed Analytics begins sending out scheduled emails daily at 10:00 am EST.

Deleting a report subscription

As your business grows and changes, so too will your reporting and data requirements and you may want to cancel certain Analytics email reports.

Deleting scheduled email reports can only be done by the user who originally set up the subscription.

To delete a report subscription you created:

1. Click the Admin gear in Analytics > Subscriptions.

   

   The subscriptions you've created are listed in the Report Subscriptions section.

   

2. Click the Delete button to the right of the report subscription you want to discontinue.
3. (Optional) Create new subscriptions in the New Subscription section to manage subscriptions in one place.

   

If a user continues to receive reports after deletion, other Admin users may also have scheduled emails to that recipient and will need to check their subscriptions.

Downloading a report

You can save the results from your report to your desktop:

1. Click on the gear icon in the top right-hand corner of the report.
2. Click Download to open the options window.

   

3. Using the dropdown menu, select the desired file format for the saved report.

   

4. Select the desired options for Results, Values, and Limit.
5. Enter a Filename.
6. Click Download.

Downloading the report lets you import your results into the tool of your choice for further analysis.