Release Date: May 22, 2019


While scheduling reports, you can now embed KPIs in emails, especially when sharing reports with the following stakeholder:

  • CXO's
  • Store/ Operations Managers

The following type of KPIs are ideal for embedding in email schedules:

  1. Targets
  2. Total Sales
  3. Registrations
  4. Data Capture
  5. Loyalty Conversions

To embed KPIs in email

  1. Click Create Schedule
  2. Enable Customize Email
  3. Select KPIs that you want to include
  4. Click Done

For more details, see


  1. Currently, this is restricted to one Schedule per Org.