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Create a daily metrics snapshot from Insights in your SourceMedium workspace. Choose New, then New report. Select a store, pick the numbers and comparisons, and add a Slack channel under Send to. You can also send by email or Slack DM, or schedule weekly and monthly reports. The Insights guide covers setup, recipients, and delivery status. Reports use the metric definitions behind your dashboards.

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Choose a Slack destination

The channel must be offered for that store, with SourceMedium Agent able to post there. If your Slack workspace or channel is missing, follow SourceMedium Agent setup or contact support. Open the report’s Send to section to add or remove destinations. Open a result’s Sent to section to check whether it was sent and follow its Open in Slack link when available.

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Existing reports through the original Slack app

Some reports use SourceMedium’s original Slack app. Insights labels those destinations through SourceMedium’s original Slack app. Support manages these connections, including moving them to another channel. If you already receive a daily report and cannot find it in Insights, or want to change its channel, open a support request. Include the store and current channel so we can confirm its setup before you create another report. To ask questions interactively in Slack, use SourceMedium Agent.