Automate Your Data Delivery with Scheduled Reports and Dashboards

Eliminate manual data distribution and ensure your team stays informed with Kyubit's automated scheduling features. Effortlessly schedule the delivery of your SQL, SSAS, and Excel-based reports and dashboards directly to any user's inbox at your preferred intervals. Transform your business intelligence into a proactive tool that delivers real-time insights exactly when they are needed.

How to Automate OLAP, SQL, and Excel Email Reporting

Stop manually exporting data. Kyubit automatically delivers fresh insights directly to your inbox. Receive automated dashboards and reports as Excel/PDF attachments or high-fidelity embedded HTML visualizations.
Kyubit Automated Email Report Example

Watch: Setting up Automated BI Report Subscriptions

Learn how to schedule PDF and Excel report delivery from your OLAP and SQL data sources.

Steps to Schedule BI Reports and Dashboard Subscriptions

Kyubit Business Intelligence software leverages a robust Windows service to handle automated delivery. Authorized users can quickly subscribe to reports and define multiple recipients, ensuring key stakeholders receive data without needing to log into the application.

  • 1. Select Subscriptions: In the analysis or report view, click 'Options' and choose the 'Subscriptions' menu.
    Menu options for scheduling reports Report Subscription Setup
  • 2. Dashboard Scheduling: Similarly, from the dashboard view, use the 'Options' menu to manage scheduled email delivery.
    Scheduling dashboard delivery in Kyubit Dashboard Email Delivery

Deliver Multiple BI Reports in a Single Email

Consolidate your insights. Combine multiple reports, SQL queries, and dashboards into one organized email for a comprehensive business overview.

Kyubit Multiple Report Email Delivery

Custom Email Templates for Scheduled Reporting

Personalize your automated messages using HTML or plain text templates. Include dynamic query results directly in the email body for immediate impact.

Custom Email Templates for BI Reports

Manage Distribution Groups and Contact Lists

Scalable BI report distribution made easy. Create contact groups to send automated dashboards to an entire department or external stakeholders who do not require a Kyubit license. Organize recipients into logical groups to set up new subscriptions with just a few clicks.

Kyubit BI Contact and Group Management for Report Distribution

Global Time-Zone Reports Delivery

Ensure reports arrive exactly when your global team starts their day. Schedule delivery based on the recipient's local time zone, regardless of server location.

Conditional Dashboard Subscriptions

Reduce inbox clutter. Set "Alert" conditions so reports are only sent when specific KPIs meet or exceed your defined thresholds.

Experience Automated BI Reporting Today

Download our 30-day full evaluation version and see how Kyubit can automate your reporting workflow.

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