Setting Up a Scheduled Report
Follow the steps below to schedule an automatic report.
Go to the Reports module from the Data → Reports tab.
Click on the title of the report to switch between reports.
In the dropdown select the report you want to set up an automatic schedule for.
Click on the ✎ pencil icon tab to edit the report in top right corner. Click the "Scheduling tab" to adjust the scheduling settings.
Toggle the “send scheduled report” to enable the scheduling settings.
Customize the settings as needed:
Data Range: Time frame of the data you wish to display. If "set by report" is chosen, the date range will take the one set from the preview.
Timezone: In which timezone you desire your report to be generated.
Send report every: How regularly you wish the report to be sent.
Format: The format (PDF or XLSX) in which the report will be generated.
Message body: It is important to include the key {{url}} in the message to receive the link to download the report.
Recipients: A comma-separated list of the email addresses to which the report will be sent.Click "Save" to store and activate your scheduled report.
💡 Pro tip: Build a One-Time Report
If you just want to create a one-time report to share with someone by email or downloading as PDF you can do so by:
Clicking the ⠇-icon in top right report.
Select "Build".
Configure your settings and add email-recipients just like you would for a scheduled report.
Click "Save".
Notification Center
You can keep track of the reports manually generated or that are in progress by clicking on the inbox icon, located left of the "my profile" icon in the main navigation menu.
