Scheduled Dashboard Email Reports

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Overview

Branch is excited to announce a highly requested feature for Branch users: Scheduled Dashboard Email Reports!

This new functionality allows you to configure your analytics reports to be delivered directly to your and your colleagues' inboxes, eliminating the need to log into Branch to access your essential data. This streamlines your workflow and ensures you have timely access to the performance insights you need.

How it works

This feature is integrated directly into our existing Saved Views functionality, making it easy to manage your scheduled reports.

You can choose from various delivery cadences, including daily, weekly, or monthly, and the reports will include a CSV download of your saved table configuration.

Benefits

This highly anticipated feature offers significant benefits for performance marketers using Branch. By enabling scheduled delivery of your analytics reports directly to your and your colleagues' inboxes, you'll save valuable time currently spent logging into Branch to pull data.

Furthermore, consistent and automated delivery of key performance indicators ensures that all relevant stakeholders have immediate access to up-to-date insights, fostering better-informed decisions and more agile responses to market changes.

This feature ultimately empowers you to stay on top of your campaign performance with minimal effort, allowing you to focus on what matters most.

Availability

At launch, this feature will be available on the following Branch Dashboard pages:

  • Overview → Sources

  • Ads Analytics → Unified

  • Ads Analytics → Activity

  • Household → Analytics

  • SEO → Analytics

  • Email → Activity

  • QR Codes → Analytics

Learn more

To learn more about this feature, including detailed steps on how to use it in the Branch Dashboard, please see our guide.