Export and Schedule a Content Hub Report

You can easily export and share Content hub reports in multiple formats. You can do it manually at any given moment or you can automate your boards distribution with the scheduling feature.

This article describes available sharing options:

• create a one-off PDF report

• export an XLSX file for additional analysis

• email the report (in a PDF format)

• create a schedule to automatically generate a PDF reports and send it to the interested parties

• share a URL link

Create a one-off PDF or XLSX file

To quickly share a board at any given moment, you can simply export it in the PDF format or export data as an XLSX file.

A PDF file is great for general sharing your board with a wider audience while you can use data from XLSX exports for further analysis.

Schedule the report

• When scheduling a report, you have the following options:

  • The format of the file to email

  • The recipient addresses

  • Frequency

    • Daily

    • Weekly (select the day of the week)

    • Monthly (select the day of the month - first, last, or anything in between)

    • Quarterly (the first day of a calendar quarter at 7 am; for example, Jan 01, 2023, at 07:00)

  • Time (defaults to 8 am)

  • Time zone

  • The name of the report

Modify or delete a scheduled report

To modify or delete a scheduled report:

1. Click your initials in the bottom left corner of the Emplifi platform.

2. Click Reports.

   

3. Find the report that you want to modify or delete and click Edit or Remove.

   

4. On the screen that opens, you can modify the following parameters:

   • format

   • addressee

   • personal note

   • frequency

   • name

5. Click Save.