Setting up automated daily reports
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Carrowkeel Software: documents · Setting up automated daily reports
Niamh Fogarty asked how to set up automated daily reports and row-level filtering so different agency groups see only their own data. Olivia Grant guided her through the dashboards feature and scheduling. Niamh self-resolved the row-level filtering question.
What happened
What this says
Current to 11 Oct 26Niamh Fogarty asked how to set up automated daily reports and row-level filtering so different agency groups see only their own data. Olivia Grant guided her through the dashboards feature and scheduling. Niamh self-resolved the row-level filtering question.
Problem: Customer wanted to automate daily report delivery and apply row-level security to multi-tenant data. Handling: Olivia explained the dashboards feature and offered to walk her through it. Niamh solved the row-level filters question independently, indicating she had gained confidence with the platform. Watch: Positive signal of customer self-service adoption and building investment in dashboards, showing deeper engagement with the product.
Details
Updated 9 Oct 26Trail
created · Niamh Fogarty 15 Oct 2025 11:32We're trying to set up automated daily reports that our management team can access. What's the best way to do this?- public_reply · Olivia Grant 15 Oct 2025 15:51Hi Niamh, great idea. You can set this up using the dashboards feature. Create a dashboard with the metrics you want, then schedule it to be sent out each day. I can walk you through it if you'd like.
- public_reply · Niamh Fogarty 16 Oct 2025 12:50Perfect, I've got that working. One more thing: can we set it up so different agency groups only see their own data?
- public_reply · Niamh Fogarty 20 Oct 2025 13:53Scratch that: figured out the row-level filters. All good now, thanks!
- public_reply · Olivia Grant 20 Oct 2025 14:37Brilliant! Sounds like you've got it all sorted. If you need anything else, you know where to find me.
- status_change · 24 Oct 2025 23:59