Schedule Reports

Scheduled reports allow you to automatically send saved reports to an email address on a regular basis: daily, weekly, or monthly.

Where to Find Scheduled Reports

To view or manage your scheduled reports:

1. Go to the Reports section.

2. Click the Scheduled Reports tab.

Note: You must have a saved report before you can schedule it.
If you haven’t saved one yet, check out how to create a saved report first.

How to Schedule a Report

1. Click the + Schedule a Report button.

2. Choose:

   • A saved report from the list.

   • The frequency: daily, weekly, or monthly.

   • The email address to send the report to.

Reports are sent at the start of each cycle:
• Daily reports → Sent each morning
• Weekly reports → Sent every Monday
• Monthly reports → Sent on the 1st of each month

3. Click Save.

You’ll now see your scheduled report listed in the table, showing:

• The report name

• How often is it sent

• The recipient’s email

• The last time it was run (new schedules will show “Never” until the first send)

Managing Scheduled Reports

Click the 3-dot menu (⋮) next to any scheduled report to:

• Preview the report

• Run and send it immediately

• Edit the schedule (change frequency, email, etc.)

• Delete the schedule if it’s no longer needed

All scheduled reports are sent with a CSV file attached, so recipients can easily open the data.