What is a Flying KPI?
A Flying KPI is a dashboard sent by email on a schedule: Daily, weekly or monthly, to the people you pick. Your team gets the numbers in their inbox without opening Indicate, for example a report for the management team every Monday.
One report sends one dashboard. Create several reports for several dashboards or audiences.
Recipients can be members of the space or any email address. Every email carries a link to unsubscribe.
Optionally, the report includes Resi's summary: The key points of the dashboard, written by Resi, your AI analyst. The summary uses the space's AI budget. See AI usage.
To create and manage reports, you need at least the User role. Members with the Reader role can open the page and see the list, but the buttons are greyed out for them.
How do I create a report?
Click the rocket icon Flying KPI in the left rail. The page Flying KPIs lists every report of the space. Each report opens on a page of its own.
Click New report at the top right. On an empty page, the button reads Create your first report.
Under Report, click Choose a dashboard and click the dashboard the report sends. The list is grouped by project, as in the sidebar.
Check the Name. It is taken from the dashboard until you change it, for example to Weekly revenue pulse.
Under Schedule, click how often the report goes out.
Under Recipients, add the people who should get the report.
Under Content, pick the Language of the email and decide whether Resi's summary goes with it.
Click Create report at the bottom of the page. The report appears in the list with the date of the next report.
How do I read the list of reports?
The page Flying KPIs shows these columns for each report:
Report: The name, the dashboard it sends and who created it. A coloured sparkle icon next to the name means Resi's summary goes out with the report. A grey one means it does not.
Recipients: The faces of the first recipients and how many there are.
Schedule: When the report goes out, for example Every Monday at 8:00.
Last sent: The date of the last email, or Never sent.
Next report: The date of the next email, or Paused.
Use the search field to find a report by its name, its dashboard or a recipient. Click All, Active or Paused to filter by status.
When is the report sent?
A report always goes out at 8:00 in the morning. You pick the rhythm under Schedule on the page of the report.
Daily: Every day at 8:00.
Weekly: Every Monday at 8:00. This is preselected for a new report.
Monthly: On the 1st of every month at 8:00.
Below the options, the page shows the date and time of the next email.
How do I add recipients?
You add recipients under Recipients on the page of the report. One field finds members of the space and also takes any other email address.
A member of the space: Click the field Name or email address. The list of members opens. Type a few letters to narrow it down and click the person.
Several members at once: While you type, click the entry that adds all matches. Click Add all members next to the field to add the whole space.
Yourself: Click Add me in the empty list.
Someone outside the space: Type the full email address and press
Enter. You can also paste several addresses at once, for example a list copied from an email.
The chosen recipients are listed below the field, grouped into Space members and Outside this space.
Click
xnext to a recipient to remove them.Click Remove all to empty the list.
With a long list, use Filter recipients to find a person.
A report needs at least one recipient. Recipients outside the space get the email, not access to Indicate.
How do I choose the language and Resi's summary?
You set both under Content on the page of the report.
Under Language, click Deutsch, English or Italiano. The email and its summary are written in this language.
Leave Resi's summary turned on if Resi should sum up the key points of the dashboard in every email. It is on by default for a new report. Turn it off to send the dashboard only.
Each report sent with Resi's summary uses the space's AI budget. To see how much is left, hover over the icon i next to Resi's summary and click Check AI usage. If the budget is spent, the report still goes out, without the summary.
How do I manage a report?
You manage a report from the list or on its own page.
Delete and Delete report stop the emails for good. This cannot be undone. The dashboard itself stays.
Option 1: From the list
On the page Flying KPIs, hover over a report. At the right end of the row you find the paper plane icon Send now and the three-dot menu
ā®.
Click the action you need:
Edit: Opens the page of the report. You can also click the row itself.
Send now: Sends the report immediately, outside the schedule. This is not available while the report is paused.
Pause: Stops the schedule. The row shows Paused and no next date. Click Resume to start it again.
Delete: Removes the report after you confirm.
Option 2: On the page of the report
Click a report in the list to open its page. The header shows the name, the status and when the report was last sent. Send now and Pause or Resume sit at the top right.
Change the dashboard, name, schedule, recipients, language or summary.
Click Save at the bottom of the page. Delete report at the very bottom removes the report.
If you leave the page with unsaved changes, Indicate asks first. Click Stay to go back and save, or Leave to discard the changes.
Troubleshooting
Why is New report greyed out?
- Creating reports needs at least the User role. Ask a space admin to change your role. See Roles and permissions.
Why didn't a recipient get the email?
Open the report and check the address under Recipients. Ask them to check their spam folder. Click Send now to send a test.
The recipient may have used the unsubscribe link in an earlier email.
Why is Send now greyed out?
- The report is paused. Click Resume first, then Send now.
Why does the email have no summary?
Check that Resi's summary is turned on in the report. In the list, a grey sparkle icon next to the name means the report goes out without it.
The space's AI budget may be spent. The report still goes out, without the summary. See AI usage.
Why does the report show old numbers?
- The email shows the dashboard as it was at send time. If a connection has not synced, the numbers are as old as the last sync. See Sync and activity.
Why is the dashboard I want not in the list?
- Only dashboards of this space are offered. Create the dashboard first. See Create a dashboard. If the space has no dashboards at all, the page shows This space has no dashboards yet.
Why is an address not accepted?
- The message Not an email address lists the entries that are not valid addresses. Correct the spelling and press
Enteragain.
Can I send a report to someone outside the space?
- Yes. Type their email address into the field for recipients and press
Enter. They get the email, not access to Indicate.