Schedule a report

Beta. Scheduling is available, but automated delivery is still being finalized. Please read the limitations below before relying on it.

You can set a report to generate on a recurring schedule and send to a list of recipients.

Create a schedule

1. Open the report you want to send on a schedule.
2. Go to Scheduled Reports and create a new schedule.
3. Choose the cadence (daily, weekly, or monthly) and the time.
4. Add your recipients.
5. Choose the format (CSV, Excel, or PDF).
6. Save the schedule.

Manage your schedules

On the Scheduled Reports page you can see all your schedules, their last run, and when they run next. You can edit, pause, or delete any schedule.

Current limitations (Beta)

While scheduling is in beta:

• Automated email delivery is still being wired up, so scheduled sends may not arrive reliably yet.
• The PDF format for scheduled reports is not final. For dependable output today, use CSV or export manually.

If you need a report right now, the most reliable path is to open it and export it manually. We will update this guide as scheduled delivery moves out of beta.

Related

• Export a report
• Build and read a report