In this article, learn how to edit Analytics Studio report details, including design and template changes. You’ll also see how to edit the email used to deliver the report to recipients.
You can find a list of scheduled reports in LocationHQ at Insights (Analytics Studio) > Email Reports on the Email Reports page.
From the Email Reports page, you’ll find details about both active and inactive reports (Status). You can also use the Actions icons to perform the tasks described in this section: Edit, Copy, Send test, Unsubscribe, and Delete.
Edit the report
When you select a report’s Edit icon on the Email Reports page, you can change the report templates, settings, or design based on your selection of the tabs at the top of the pane.
Edit report details on the Settings tab
By default, the Settings tab displays on the Email Reports page. From the Settings tab, you can change the email delivery schedule, filter the data that is displayed, or change recipients. You can also select to send separate emails based on the locations to which users receiving the emails have access. Or, instead, you can select to send data on multiple locations in one email.
Change report templates from the Templates tab
The Templates tab presents reviews templates for common types of reports, including Real-Time Reviews, Daily Reviews Template, Weekly Social Template, Monthly Report Template, and Create-Your-Own Template.
When you’ve selected a new template, follow the prompts to complete your changes.
Customizing email specifications on the Design tab
The Design tab gives you the option to customize email specifications, preview your changes, view and edit the HTML, and if desired, edit the cascading style sheet (CSS). Select Add Gadget to add an additional report to the email or see additional components you can include in the email.