Receive Slack notifications for reports

Connect Slack to your Ortto account to send updates of your dynamic reports to your preferred Slack channel.

Enable Slack notifications

To set up Slack notifications for a dynamic report:

1. Go to the Reports page and click on the report you want notifications for.
2. In the report view, select More > Slack notifications.
3. Turn notifications ON. Then, configure your settings:
   • Choose the Slack channel for updates.
   • Select your Report timeframe.
   • Set the Frequency (daily, weekly, or monthly), Day and Time. This will follow the timezone in your account settings (under Settings > General > Timezone).
   • Optionally, add a message for your team.
4. Click Done.

Once set up, you'll receive report notifications in your chosen Slack channel. Each notification will include any message you added, an image of your report, and a link to view the full report.