Overview
Smart Insights can email your reports on a schedule and alert your team when your data meets a condition you set. Scheduling keeps recipients informed without manual work. Alerts surface a problem only when it needs attention. This article covers how to schedule exports and create conditional alerts. Smart Insights is a paid add-on, separate from the reports included with your SmartMoving subscription.
Before You Start
Smart Insights is a paid add-on for your SmartMoving subscription. To enable it for your account, contact your Account Manager.
Have a saved or published report ready to schedule.
How to Schedule a Report Export
Open the report's more options menu (the three-dot icon), point to Export, then select Schedule exports under Send.
Enter the recipient email addresses and customize the message, for example Bad Leads Analysis.
Choose whether to export the full table or selected elements. Selecting elements is useful for multi-page reports.
Set the frequency, such as once per day, and choose a format such as Excel.
Click Create to save the schedule.
How to Manage Scheduled Exports
Rename or edit an export at any time.
Use Send Now to test the export immediately.
Pause an export when a recipient is out of office, or duplicate it to add new recipients.
How to Create a Conditional Alert
Open the report's more options menu (the three-dot icon) and select Alert when.
Name the alert, for example Excessive Bad Leads.
Define the condition that triggers the alert, for example when any salesperson has more than 70 bad leads.
Select the data element to measure, such as Bad Lead Count, and apply the threshold filter.
Attach the relevant table and choose a format such as Excel.
š” SmartTip: Alerts let the system watch your data for you. Instead of checking a report manually, your team is notified only when the data crosses the threshold you set.
How to Route Alerts with Filters
Add filters to target specific records, such as repeat customers or commercial accounts.
Route those alerts to the assigned team members so each person sees only what is relevant to them.
Best Practices
Set thresholds that reflect a real problem so alerts stay meaningful and do not get ignored.
Use Send Now to confirm an export looks right before you rely on the schedule.
Pause schedules during known gaps, such as holidays, to avoid empty or confusing reports.
Route each alert to the person who can act on it so issues get addressed quickly.
FAQs
What is the difference between a scheduled export and an alert?
A scheduled export sends a report on a set frequency. An alert sends a report only when your data meets a condition you define.
Can I send a report to more than one person?
Yes. Enter multiple email addresses when you set up the export.