Schedule Reports

You can schedule both the preset emails and any custom report you created.

Schedule preset emails

1. Navigate to Reports

2. Click Custom Reports

3. In the Preset Emails section find the report you'd lie to schedule

4. Click the edit icon (three dots on the right)
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5. Click Edit

6. Select the hour and Email Recipients
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7. Click Save

Schedule custom reports

1. Navigate to Reports

2. Click Templates

3. Scroll to the report you want to schedule

4. Click the toggle button so it says Yes under the Schedule column
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   ​Note: You can schedule a report template by selecting one from the list on the right side of the page, then click Edit & Save template, and follow the steps below.
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5. Click the edit icon (three dots on the right)

6. Scroll to the Schedule section

7. Choose how often you want to receive this scheduled report (Daily, Weekly, Monthly)
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8. Choose the time (hour) at which you'd like this scheduled report to be sent
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9. Add email addresses where you would like the report to be delivered under the Email Recipients section
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   ​Note: If you don't want to receive this scheduled report to your email, click the small X next to the email addresses listed to remove them.
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10. Click Save

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