How To Setup Scheduled Reports

With this feature you will be able to 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 would like 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
  • Add all appropriate users you would like to receive scheduled reports
  • Close the Schedule Reports window

Once your scheduled reports are setup, your recipients will begin to receive similar emails to the one below:

If you have any questions, email, or leverage your chat window in the bottom right-hand corner of your screen!

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