Scheduling Automated Reports

Scheduling Automated Reports

Deliver key insights automatically with scheduled reports:

  1. Create and save your report
  2. Click "Schedule" from the report view
  3. Select frequency (daily, weekly, monthly)
  4. Choose delivery time
  5. Add recipients (internal users or external emails)
  6. Specify delivery format (PDF, Excel, CSV)
  7. Add an optional message
  8. Save schedule settings

Recipients will receive reports via email with links to view online or download. You can manage all scheduled reports from Analytics > Scheduled Reports.

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