How to schedule a favourite report

You can schedule any saved report and have it delivered automatically to your inbox.

  • First of all, run a report with the filters you desire;

  • Click the automation icon (a blue clock in the top right corner) that will allow you to schedule the report;

  • Select the frequency you want the report to be delivered to you:

    • Daily

    • Weekly

    • Monthly

  • Once you’ve done it, don’t forget to save.

    If the report has been scheduled successfully, the clock icon will turn green.

To have an overview of all the reports that you have scheduled, you have to go back to the initial Reports page and you will find them, just below the report templates, in a section called "Recent reports".

Once you’ve scheduled your report, you’ll receive it directly in your inbox:

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