Scheduled Reports

Have a report generated and emailed on a schedule, instead of running it manually every time.

Requires access to the underlying report and admin access to create a schedule.

Creating a schedule

1. Go to Settings → General → Schedule Reports.
2. Click + New Schedule.
3. Choose the report, its filters, and the recurrence (e.g. daily, weekly, monthly).
4. Add the recipients who should receive it.
5. Save.

The report is generated as a PDF and emailed to the recipients automatically each time the schedule fires.

Managing schedules

Edit a schedule's recurrence, filters or recipients at any time, or delete it (individually or in bulk) when it's no longer needed.

Tips

• Schedule the reports your stakeholders check on a fixed cadence anyway — a weekly Sales Summary to a manager, or a monthly Profit & Loss to a founder — so nobody has to remember to run it.
• Keep recipient lists current; a schedule pointing at someone who's left the business is easy to miss until someone asks where the report went.