Is there a way to schedule reports to be sent out every week?

Short answer: Yes!

Emailed reports can be created for either one-time or recurring delivery. To schedule reports:

  1. Navigate to the report or dashboard you want to send.
  2. Confirm the filters and date range.
  3. Select the "Email" button on the right.
  4. Fill in the email addresses of those who should receive the report, the frequency, the subject line (optional), and a message (optional).
  5. If you want to include the full data table as a .CSV attachment, use the Attach data as CSV? checkbox. (optional, report only)
  6. Click "Send."

For more information about scheduled reports, options, and how to make modifications, check out our Support Library.

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Comments

2 comments
  • If you schedule the report to go out on Wednesday, does that mean they will go out at 3am on Wednesdays or at 3am on Thursdays?

  • Hi Susan, great question! If you schedule a report to go out on Wednesday, this means the report will be sent out early Wednesday morning so that it is available to be read during the Wednesday work day.

    Let us know if you have any further questions about this!

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