# Automated analysis reports

### What's New: Automated Analytics Reports

We've added the ability to receive automated reports from your survey analytics. Instead of manually checking your dashboard, you can now get regular email updates with key metrics, response summaries, and insights delivered directly to your inbox.

This update helps you stay on top of customer feedback without constantly monitoring your surveys, making it easier to track trends and respond quickly to important insights.

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### Why Use Analytics Reports?

Analytics Reports help you:

* **Stay informed automatically**: Get regular updates without logging into your dashboard
* **Track trends over time**: Compare metrics across different time periods
* **Save time**: No need to manually compile survey data
* **Share insights easily**: Forward reports to team members or stakeholders
* **Never miss important feedback**: Get notified when new responses come in
* **Make faster decisions**: Access key data right in your email

### How Analytics Reports Work

When you set up a report, Sea Survey will automatically send you an email summary of your survey analytics based on your chosen schedule. Reports include key metrics like total responses, completion rates, and answer breakdowns.

#### When to Set Up Reports

**First-time setup**\
When you first visit the Analytics screen for a survey, you'll see a prompt to set up your report preferences. You can configure your report settings immediately or skip and set them up later.

**Ongoing access**\
You can update your report settings anytime from the Analytics screen by clicking the **Open Basic analytics** button.

{% embed url="<https://go.screenpal.com/watch/cTlU1Gnrc6K>" %}

### How to Set Up Analytics Reports

#### Step 1: Access Report Settings

**Option 1: First-time setup (Automatic prompt)**

1. Go to **Analytics** from the taskbar
2. The report setup prompt appears automatically on your first visit
3. Click **Set Up Report** to configure preferences **Or** click **Skip for Now** to set up later

**Option 2: Set up anytime**

1. Go to **Analytics** from the taskbar
2. Click the **Manage** **Report** button on the top-right corner.
3. Configure your preferences

#### Step 2: Choose Report Frequency

Select how often you want to receive reports:

* **Daily**: Get updates every day (best for active surveys)
* **Weekly**: Receive reports once a week (recommended for most surveys)
* **Monthly**: Get monthly summaries (best for long-term tracking)
* **Custom**: Set your own schedule based on specific dates or intervals

#### Step 3: Choose Date Range

Select the time period for your report data from the **Date** dropdown:

* **Yesterday**: Data from yesterday only
* **Last 7 days**: Past week of data
* **Last 30 days**: Past month of data (default)
* **Last 90 days**: Past quarter of data
* **Last 6 months**: Six months of historical data
* **Last 9 months**: Nine months of historical data
* **Last 12 months**: Full year of data

#### Step 4: Add Email Recipients

1. Enter email addresses for report recipients
2. Choose an email schedule using Every **X** Day(s)

#### Step 5: Configure Delivery Time&#x20;

Set your preferred delivery time:

* Choose morning, afternoon, or evening delivery
* Select timezone for accurate scheduling

#### Step 6: Save Settings

Click **Save** to activate your automated reports. You'll receive your first report based on the schedule you selected.

{% embed url="<https://go.screenpal.com/watch/cTllQsnY0T7>" %}

### Managing Your Reports

#### Edit Report Settings

To change your report preferences:

1. Go to **Analytics** for your survey
2. Click **Manage Report**
3. Update any settings (frequency, recipients,...)
4. Click **Save** to apply changes

#### Pause or Stop Reports

To temporarily stop receiving reports:

1. Open Report settings
2. Toggle the **Enable Reports** switch to off
3. Your settings will be saved for when you want to resume

To permanently delete report settings:

1. Open Report settings
2. Click **Remove Schedule** Report&#x20;

{% embed url="<https://go.screenpal.com/watch/cTlUiLnrcYr>" %}

{% hint style="success" %}
R*eceive regular insights from your survey data—delivered directly to your inbox. You can update or turn this off anytime.*
{% endhint %}