As a user of SEI Insights,

I want the ability to schedule reports and receive email notifications for insights,

So that I can automatically stay updated on key metrics and trends without manually accessing the platform.

Acceptance Criteria:

Scheduled Reports:

Users can schedule reports for any insight or dashboard.

Scheduling options should include:

Frequency: Daily, Weekly, Monthly, or Custom intervals.

Time: Specific time of day to send the report.

Reports should be delivered as downloadable attachments (e.g., PDF or Excel) or via an embedded link in the email.

Email Notifications:

Users can opt-in to receive email notifications for insights or dashboards.

Emails should include:

A summary of key metrics/trends.

A link to the detailed insights/dashboard in SEI.

Any visual elements like charts/graphs (optional but preferred for improved clarity).

Configuration Options:

Users with appropriate permissions should be able to:

Select specific insights/dashboards to include in the report.

Customize recipients (individuals or groups).

Set report format (PDF, Excel, etc.).

Access Control:

Email notifications and scheduled reports should respect user permissions.

Users without access to an insight or dashboard should not receive reports for that content.

Report History:

A log of all scheduled reports sent should be accessible within the platform (e.g., under "Reports History").

Error Handling:

If a report generation fails, the system should notify the user via email with an error message and a retry option.