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Schedule a report by email

Have a report delivered automatically to you or your team on a recurring schedule, so you don't have to open the platform to check performance. Scheduled reports are useful for weekly Broadcast summaries, monthly engagement roundups, or keeping stakeholders informed without granting them account access.

Before you begin​

  • Confirm you have the report you want to send, whether it's a saved report or a standard view of a Broadcast or Folder.
  • Know who should receive it. You can send to yourself, teammates, or external stakeholders by email address.
  • Decide on the cadence (for example daily, weekly, or monthly) and the day and time it should arrive.
  • Make sure recipients' email addresses are correct — delivery failures are silent unless you check back. (confirm the exact steps in your account)

Steps​

  1. Open the report you want to schedule from the reports area.
  2. Find the schedule or subscribe option, usually available from the report's toolbar or an actions/more menu.
  3. Enter the recipient email addresses. Separate multiple recipients as your account allows.
  4. Choose the cadence and the send day and time. Set the time zone if you're prompted for one.
  5. Select the delivery format (for example an inline summary, an attached file, or a link) if the option is offered.
  6. Save the schedule. It will run automatically until you pause or delete it. (confirm the exact steps in your account)

Result​

The report is delivered to the listed recipients on the cadence you set. To confirm, wait for the first scheduled send, or use a "send now" / "send test" option if available. You can edit recipients, change the cadence, or remove the schedule at any time from the same report.

Canonical terms: Author, Edition, Folder (Project Folder), Broadcast. See the Glossary.