Send Scheduled Reports

To get started, create a report or open an existing one from the Reports page. In the Report builder click the Schedule button in the top right of the navigation bar.

A slide-out will open to the right. Set a timeframe for the report using the date picker, then add the email address of each recipient, then add an email subject line.

Next click the schedule dropdown and configure when you'd like the report to send. Choose from different intervals like monthly, quarterly, or annually, then refine with date and time specifics. Click Apply in the bottom left.

Finish the schedule by adding a body to the email message, then click Save Schedule in the lower left of the slide-out to lock it in. Once saved a bar at the top will confirm the schedule is set and active.

At your next scheduled interval the report you've designed will automatically send.

If you want to approve scheduled reports before they're sent to Clients, turn on the "require approval" toggle when setting a report schedule, then click Apply in the bottom right.

At the scheduled send time, you'll be notified that the Report is ready for review and approval. Click the Notifications menu, then click the Approval notification to immediately open the Report for review.

In Review you can make any last minute changes just like you would in the Report Editor. When ready, click Approve and Send in the upper right to immediately send the approved report.

On the Reports table you can add columns to surface important approvals information, like last send date, reports awaiting approval, and more.

If Reports weren't approved, the tag under awaiting approval will display the total number of reports waiting to send. Clicking that tag opens a list of report instances waiting for approval.

Here, you can choose to review the waiting reports or reject them to refuse the scheduled send.

Yes, you can change or pause a report schedule at any time! The process is the same as setting a schedule.

Simply open a Report, click Schedule in the top right, then change the timing or turn off the toggle to pause the schedule. Click Save Schedule in the bottom left when you're done!

Yes! You can change or add recipients, alter the email subject, or change the body of the email all in the same place.

Open a Report, click Schedule in the top right, then simply alter whichever fields you'd like. When ready, click Save Schedule to cement these changes.

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄