With Pulse, you can automatically receive your favorite reports from Reports on a daily, weekly, bi-weekly, or monthly basis.
You can also include additional recipients, so everyone you select will receive the report alongside you. This includes both individuals and entire teams.
Sending Pulse reports is available on the Ultimate subscription plan.
How to Create a Pulse
1) Select Your Report
Go to Reports and open the report you want to include in your Pulse. This can be a public or private report.
2) Add a Pulse
Click the Bell š icon in the upper right corner of the screen.
3) Define Your Pulse Settings
A setup window will appear with the following options:
Frequency: Choose how often to send the Pulseādaily, weekly, bi-weekly, or monthly. For non-daily Pulses, specify the day and time (e.g., first Monday of the month at 9 AM).
Donāt Send Pulse: If enabled, the Pulse wonāt be sent when thereās no data in the reportāhelpful to avoid unnecessary notifications.
Export Format: Select your format (PDF, CSV, XLS), page orientation (Portrait or Landscape), and size (A4, A3, Letter).
How: Choose whether to receive the Pulse via email or Slack.
Additional Recipients: Enter email addresses manually or select users and Teams from the dropdown. If you choose a Team, all active users in that Team will receive the Pulse.
š Pulses are sent according to the timezone set in Settings > General. Daily Pulses are sent even on weekends and non-working days.
4) Test Your Pulse
Click Send test to preview the Pulse and make sure everything is configured correctly.
5) Save Your Pulse
When ready, click Save Pulse. The Bell š icon will turn violet to indicate the Pulse is active.
š You can create multiple Pulses for the same report, each with different settings or recipients. To do so, open the Pulse dropdown and select Create a Pulse.
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Example Use Cases
HR / Operations: Whoās Out This Week
Set up a weekly Pulse using the Bookings data source. Filter for date = this week and booking type = time off to stay on top of team availability.
Project Management: Tasks Closed Last Week
Create a weekly Pulse using the Tasks data source. Filter for tasks closed = last week to track team progress.
How to Delete a Pulse
1) Select the Report
Reports with an active Pulse will show a bell icon, so theyāre easy to spot.
š To organize Pulses, consider adding a custom āPulseā category to your reports.
2) Open Pulse Settings
Open the repor and click the bell icon in the upper right, then select the bin icon in the lower-right corner in the Pulse settings.
3) Confirm Deletion
Click Yes, delete it. This removes the Pulseābut not the report itself.
