Overview
Scheduled Reports automate the delivery of your analytics. Set up a report once and have it delivered to your inbox (or your clients' inboxes) on a recurring schedule.
Key Capabilities
- Recurring delivery — daily, weekly, or monthly schedules
- Email delivery — reports sent directly to specified email addresses
- PDF format — professionally formatted PDF attachments
- Multiple recipients — send to multiple stakeholders
- Custom reports — schedule any of your custom report dashboards
How to Access
Navigate to Analyse > Scheduled Reports from the sidebar.
Setting Up a Scheduled Report
- Go to Scheduled Reports
- Click Create Schedule
- Select the report you want to schedule
- Choose the frequency (daily, weekly, monthly)
- Set the day and time for delivery
- Add recipient email addresses
- Click Save
The report will be generated and emailed automatically on schedule.
Tip: Set up weekly reports for your team and monthly reports for clients. This keeps everyone informed without manual effort.