Schedule a report by email

A schedule emails a dashboard or a saved report to agents or any address, with a CSV per report attached. Growth includes 3 schedules; Pro and Enterprise have no limit.

Create a schedule

1. Open Reports, Schedules and choose New schedule. You can also choose Schedule on a dashboard.
2. Enter a Name.
3. Under Send, pick a dashboard or a saved report.
4. Choose the Frequency:
   • Daily: covers the previous day;
   • Weekly: pick the Day; covers the previous 7 days;
   • Monthly: pick the Day of month; covers the previous calendar month.
5. Set the Time and Timezone.
6. Pick Agents and add Other e-mail addresses.
7. Choose Save schedule.

Days past a month’s end run on its last day, for example the 31st runs on 30 April.

Manage schedules

The list shows what each schedule Sends, When, the Recipients and the Next run. Switch one off with Active, or Send now to test it.

Scheduling reports needs report edit access in your role.

Related

• Build a dashboard
• Build a custom report