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. Learn more.

Procedure

Step 1: Open Bringg and navigate to Analytics > Reports, then select a report from My Reports or System Reports.

Access reports 

Step 2: To share a live report that Bringg users can refresh and edit in Bringg, select the context menu  > Share. Users can then find the report in the user's Reports page along with all other reports created by or shared with them.

Then choose a Bringg user from the list or start typing the user name and select from the search results.

Share report

 

Step 3: (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 reciepient.

Change or revoke user permissions

 

Step 4: To send a static report by email to a colleague even if they do not have a user in Bringg , select the context menu then Send now.

Choose a file format (CSV or JSON), enter the recipients email addresses, then select Send. The resulting email allows the recipients 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 the report actions

 

Step 5: To keep colleagues consistently updated 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, or Daily by selecting the option from the 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. 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	Send the report at the time you chose in the recipients' timezone by selecting the recipient's Timezone from the dropdown menu.
Share a recurring report via email	Select Email as the output method > choose either CSV or JSON as the file format > enter the recipient's email addresses, then select Send. 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	Learn more.
Cancel automatic distribution of a report	Select Reschedule Report > Remove Schedule to stop sharing a report. Stop sharing a report