How to schedule a report to be emailed automatically
How to schedule a report to be emailed automatically. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open the report, set the filters you want and press Schedule by email (the filters and report name are pre-filled). Or open Overview → Scheduled reports (Scheduled reports) and press New schedule.
- Fill in Name, Report, Frequency (Daily, Weekly or Monthly) and the Day of week or Day of month.
- Enter Recipients (emails, comma-separated).
- Choose Attachment format (PDF, CSV, PDF + CSV or Excel (.xlsx)) and Language (English or Español).
- Optionally add a Message for the top of the email, then press Save.
Tip
Only Owner, Office Manager and Accounts & Billing can create or change schedules; other office roles can see the list.