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:
- Navigate to the report or dashboard you want to send.
- Confirm the filters and date range.
- Select the "Email" button on the right.
- Fill in the email addresses of those who should receive the report, the frequency, the subject line (optional), and a message (optional).
- If you want to include the full data table as a .CSV attachment, use the Attach data as CSV? checkbox. (optional, report only)
- Click "Send."
For more information about scheduled reports, options, and how to make modifications, check out our Support Library.