Dashboard Summaries

Dashboard summaries let you schedule recurring emails that deliver a snapshot of your Dashboard metrics directly to your inbox. Instead of logging in to check on your team, you receive a brief summary of the information you currently see on the Dashboard — perfect for keeping a hand on the pulse of how your team is doing. Summaries are sent to your own work email address; each person who wants a summary schedules their own.

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Who Can Access Dashboard Summaries?

Dashboard summaries are available to anyone who can access the Dashboard:

• Managers – Receive summaries for the users they manage
• Admins – Organization-wide access
• Owners – Organization-wide access

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How to Schedule a Dashboard Summary

1. Navigate to the Dashboard
2. In the top-right corner of the page header, click the mailbox icon (tooltip: "Schedule dashboard summaries")
3. The Schedule Dashboard Summary drawer opens, where you can set up the summary

Step 1: Choose Who the Summary Is For

Use the filters at the top of the drawer to define which part of your team the summary covers:

• Departments — Select one or more specific departments
• Projects — Select projects (if project tracking is enabled in your organization)
• Manager — Select the relevant manager

Step 2: Choose How Often

Under Select the email frequency, choose how often you receive the summary email:

• Daily
• Weekly
• Monthly

Step 3: Choose What to Include

Under Select what to include in the report, choose which sections of the Dashboard you want to receive in your email summary:

Section	What It Includes
Key Performance Indicators	The KPIs you currently have selected on your Dashboard. If you change which KPIs the Dashboard shows, the KPIs in the email will change as well.
Leaderboard	Up to 10 users from the leaders table. You can choose which leaderboard types to include: User leaders, Department leaders, Project leaders (when Projects is enabled), and Manager leaders (Admins and Owners).
Tool Importance	Up to 5 tools in each importance category: Primary, Secondary, Distracting, and Neutral.
Tool Productivity	Up to 5 tools in each productivity level: High, Medium, and Low productivity.
Time Categories	Up to 5 of the top time categories your team is using (e.g., Development, Design, Communication).

Click Save to activate the schedule.

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What the Email Contains

The dashboard summary email mirrors the sections you selected during setup, with the following details:

• KPIs reflect whichever key performance indicators you have active on your Dashboard at the time the email is generated. Changing your Dashboard KPI selection will change what appears in future emails.
• Leaderboard includes up to 10 users per leaderboard type you selected.
• Tool Importance shows up to 5 tools per category (Primary, Secondary, Distracting, Neutral).
• Tool Productivity shows up to 5 tools per productivity level (High, Medium, Low). Productivity levels describe how actively people used each tool; they are not the Productivity KPI.
• Time Categories shows up to 5 categories — the top categories by time spent. Categories represent the type of work tools are used for, such as Sales, Marketing, Design, or Development. Learn more in the Time Categories guide.

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Modifying or Canceling a Summary

To change or cancel your scheduled dashboard summary:

1. Navigate to the Dashboard
2. Click the mailbox icon in the page header (the same button you used to set it up)
3. Adjust your frequency, filters, or content selections as needed
4. Click Save to apply changes

To stop receiving summaries, deselect all frequency options and save.

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Dashboard Summaries vs. Advanced Reports

Intelogos offers three kinds of scheduled emails:

• Dashboard summaries — a snapshot of your Dashboard (this article).
• Advanced Reports — detailed per-user reports from the Reports page.
• Ask AI scheduled tasks — an Ask AI prompt that runs on a schedule and can email you the result.

Here is how dashboard summaries and advanced reports compare:

	Dashboard Summaries	Advanced Reports
Best for	Quick overview of team performance	Deep-dive analysis with detailed per-user data
Access from	Dashboard page header	Reports page actions bar
Scope	Filterable by department, project, or manager	Automatically includes all users you manage
Content	Dashboard sections (KPIs, leaderboard, tool importance, tool productivity, time categories)	Detailed metrics (KPIs, time data, tool importance, tool productivity, tool categories) per user
Detail level	Summary with top items per section	First 3 selected metrics in email; full report via link
Frequency	Daily, weekly, or monthly	Daily, weekly, or monthly

Use dashboard summaries when you want a quick check-in on your team's overall performance. Use Advanced Reports when you need a detailed, per-user report for performance reviews or deep analysis.

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Best Practices

• Weekly summaries are a good starting point for most managers — frequent enough to stay informed without email overload.
• Monthly summaries work well for a regular high-level overview.
• Choose sections that matter most. You do not need to include every section. Select only the data points you will actually review.
• Keep your Dashboard KPIs up to date. Since the email reflects your current Dashboard KPI selection, make sure the KPIs you have active on the Dashboard are the ones you want to receive by email.
• Pair with tool categorization. The quality of Tool Importance data depends on having your tools properly categorized. Review your Importance Categories to ensure accurate data in your summaries.

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Related Articles

• Dashboard — Full guide to the Dashboard page and all its sections
• Advanced Reports — Schedule detailed per-user email reports from the Reports page
• Importance Categories — Configure which tools are Primary, Secondary, Distracting, or Neutral
• Time Categories — Understand and adjust how tools are grouped by work type
• Ask AI — Schedule an Ask AI prompt to run regularly