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Schedule reports

Set up automated report delivery via email.

Report . 3 min read

Overview

Automate report delivery by scheduling reports to run and send via email on a regular basis.

Setting up a schedule

  1. Open a saved report.
  2. Click Schedule.
  3. Choose frequency: Daily, Weekly, Monthly.
  4. Set the delivery time.
  5. Add email recipients.
  6. Click Save Schedule.

Schedule options

Frequency Best For
Daily Operational metrics
Weekly Status updates
Monthly Executive summaries
Quarterly Compliance reports

Managing schedules

View all scheduled reports in Reports > Schedules. Pause, edit, or delete schedules as needed.

Tip: Send weekly summary reports to stakeholders every Monday morning.