Schedule or Share a Bringg Report

You can schedule and share your reports so that users can refresh the data regularly or edit them in Bringg. You can also export and send a static report that stakeholders can view even if they do not have an account in Bringg. This allows colleagues and stakeholders to monitor daily operations and track your delivery performance or to receive a recurring update for ongoing visibility and long-term analysis.

For example, you can send a report to your accounting team showing the tips owed to each driver at the end of a payment cycle or share reports of delivery costs with management at the end of each month to calculate overall profits.

Before You Begin

Create a report in Bringg.

Access Reports

Open Bringg and navigate to Analytics > Reports, then select a report from My Reports or System Reports.

Access reports Share a Report

Share a live report that Bringg users can refresh and edit in Bringg.

Step 1: Select the context menu  > Share. The report will then be available on the user's Reports page along with all other reports created by or shared with them.

Step 2: Choose a Bringg user from the list or start typing the user name and select from the search results.

Share report

 

Assign Editing Permissions

(Optional) To allow a user to make changes to the report, select the user's name, then select Viewer to change the user to Editor.

To change or revoke user permissions, select Can edit or Can view next to the user's name and select a different access type, or Remove. Bringg then sends a notification email with a link to access the report to each recipient.

Change or revoke user permissions

Share a Report Externally

You can send a static report by email to a colleague even if they do not have a user in Bringg. 

Step 1: Select the context menu > Send now.

Step 2: Specify the file format by choosing CSV or JSON.

Step 3:  Enter the recipient's email address.

Step 4: Select Send. 

The resulting email allows the recipient to download the report locally or view it in Bringg.

Collaborate to discover insights by sharing a report with colleagues

 

Tip

Access the same actions by hovering over a report and selecting the context menu under Actions.

Access report actions

 

Schedule a Shared Report

To consistently update colleagues with new data, you can set up a report to be exported and sent by email on a recurring schedule or share a live report that users can refresh for the latest information at their convenience.

To set up a report to be repeatedly exported and sent by email, select Schedule Report.

Share a report on a fixed schedule

 

To...	Do this...
Set a report's sharing schedule	Send the report either Monthly, Weekly, Daily, or Hourly by selecting from the Recurrence dropdown, then choose a specific time for the report to be sent. Selecting Weekly allows you to choose one or more specific days of the week when you want to receive a report. Selecting Hourly allows you to schedule reports at intervals of up to every four, six, eight, or twelve hours. For example, receive a driver report twice weekly on Tuesdays and Fridays in order to closely monitor changes in performance. Select the days each week when you wish to receive a report.
Set the time zone of the sharing schedule	Ensure data compatibility with the receiving data systems by selecting Timezone and choosing from the dropdown list. The timezone you choose determines the timezone of all timestamps in your data table and the exact time for refreshing the data inside the report. Since you're setting up a script to pull the updated data from Bringg, the timing of the refreshed data must be accurate.
Share a recurring report via email	1. Select Email as the output method. 2. Choose either CSV or JSON as the file format. 3. Enter the recipient's email addresses. 4. Select Done. The resulting email allows the recipients to download the report locally or view it in Bringg.
Connect a recurring report to your data warehouse using a URL/API link	Merge Bringg report data with other sources.
Cancel the automatic distribution of a report	Select Reschedule Report > Remove Schedule to stop sharing a report. Stop sharing a report
Receive an update when a scheduled report has been updated (recommended for large reports that take time to generate)	Select Webhook from the dropdown list. Select the relevant webhook from the Analytics Report Ready webhooks that appear in the dropdown list. If you don't see a relevant option in the list, subscribe to a new webhook specifying the Analytics Report Ready type, then select the refresh icon in the Schedule Report modal to reload the dropdown list.