Eliminate the Routine Manual Work: Automate your Projects by Sharing and Scheduling

Manually rebuilding the same dashboard for every stakeholder doesn’t scale, and mismatched expectations, like some stakeholders wanting live dashboards while others just want a PDF, only add to the workload. Adobe Analytics gives you three complementary ways to get insights into the right hands: share Workspace projects for live, collaborative access with Edit, Edit copy, or Read only roles; send a project once by email when someone just needs the result; and schedule recurring PDF or CSV deliveries so reports show up automatically. This session compares all three, shows how to match report format and access level to each audience, and covers governance practices, like curating projects and reviewing schedules regularly, that keep your reporting environment clean as it scales.

Key Takeaways