The report approval feature allows you to check all of the data in your reports before they're sent to clients. You'll be able to make changes, add extra metrics for context, or include comments explaining anything unexpected.
This feature is available on some of our plans. If you're unsure if you have access, check our pricing page or reach out to our support team.
How to enable report approval
Report approval can be set up when you're creating a scheduled report (see here), and can also be configured for existing reports.
To enable report approval on an existing report, click the name of the report in question to edit the report's details.
On the left of the screen, you'll see the report's scheduling settings. Hover over the time section and click on the pencil icon to edit the scheduling settings.
Then, choose "Yes" in the "Require Approval" drop down and click "Save". The same option is available when setting up new scheduled reports.
How to approve a scheduled report
You'll get a notification when a report needs approval.
Click on the notification (bell) icon at the top right of your dashboard and select a report awaiting approval.
You'll be taken to the report editor, where you can review and make changes to the report. Once you're done, click on "Save and Review Email" at the top right.
You'll then have the option to edit the recipients, the subject, and the email message.
When you're done, click on "Approve and Send" to send the report.