How To Setup Scheduled Reports
With this feature you can receive a link to your saved reports on a daily, weekly, monthly and/or quarterly cadence straight to your email.
To set this up, you'll first need to create the report you want to receive email notifications for and save it to your reporting dashboard.
Note: Click here to learn all about creating, saving and exporting reports.
To set up the scheduled report, on the Reporting Dashboard page:
Locate the saved report
Click the Scheduled Reports icon to the right of the report's row
Add the desired recipients for each scheduled report delivery
Click on [Close] to save the Schedule Reports settings
A pop up will appear to where you can set up the cadence and recipients of the scheduled report:
Daily | Reports will be sent daily at the time selected |
Weekly | Reports will be sent every Monday |
Monthly | Reports will be sent on the first day of the month |
Quarterly | Reports will sent every three months, starting in January |
Once your scheduled reports are setup, your recipients will begin to receive emails similar to the one below:
