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Schedule Reports

Automate report generation and delivery.

Create Scheduled Report​

Schedule Report

Configuration​

Report name Enter descriptive name for the report

Send to e-mail Email address for delivery

Choose period Select reporting period:

  • Previous Year
  • Current Year
  • Current Week
  • Today
  • Custom range

First mailing date Select start date from calendar

Mailing hour Set time of day (e.g., 08:00)

Count of mailings Number of times to send

Interval between mailings Frequency:

  • Daily
  • Weekly
  • Monthly

Click "Generate report" or "Cancel"

Manage Scheduled Reports​

Schedule Reports Management

View all scheduled reports with:

  • Report Name
  • Email Recipient
  • Status (Active/Inactive)
  • Report Owner
  • Report Period
  • First Mailing Date
  • Mailing Hour
  • Mailing Count
  • Mailing Interval

Actions​

  • Run - Execute report immediately
  • Enable - Activate scheduled report
  • Pause - Temporarily stop
  • Delete - Remove scheduled report

Best Practices​

✅ Schedule weekly reports for active campaigns ✅ Send daily reports during campaign launches ✅ Use meaningful report names ✅ Set appropriate delivery times