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Connecting to Slack: Receive Performance Reports

Learn to connect Cifra with Slack to automatically receive performance reports in your channel.

Updated this week

Cifra allows you to receive your business performance reports directly in your Slack channel. This integration helps you keep your team informed and make quick decisions, as important data is always at your fingertips without the need to log into the application.

1. How to Connect Cifra to Slack

To set up this integration, follow these simple steps:

  1. Go to the Settings section in the main menu.

  2. Click on the Reporting tab.

  3. Select the "Connect" button or click on the Slack option.

Once connected, Cifra will ask you which Slack channel you want to receive the reports in. You can choose a specific channel for finance, marketing, or any other that's relevant to your team.


2. Configure Your Delivery Preferences

After connecting your account, you can adjust your preferences to ensure the reports are sent the way you prefer.

  • You can choose which reports or dashboards to send automatically.

  • Set the delivery frequency (daily, weekly, or monthly) and the time your team will receive the reports.

With the Slack integration, Cifra becomes an even more powerful tool, facilitating collaboration and access to crucial information for your business.

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