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Scheduling and Sharing Reports

Learn how to share reports with your team.

The Send Report modal lets you email any saved report view to one or more recipients. You can send a report immediately as a one-time delivery or set up a recurring schedule so your team receives fresh data daily, weekly, or monthly without any manual effort.

From any report tab, click the mail icon in the toolbar to open the Send Report modal.

Configuring a Report Delivery

  1. In the Report dropdown, select the saved view you want to send. You can choose any saved view across all report tabs.
  2. Under Format, select CSV or Excel.
  3. Under Recipients, enter an email address and click +. Repeat for each additional recipient. To remove a recipient, click the X on their pill.
  4. Under Frequency, select how often the report should be delivered:
    • Once: Delivers the report immediately as a one time send.
    • Daily: Select a time of day for delivery.
    • Weekly: Select the of the week (e.g. Monday) and a delivery time.
    • Monthly: Select a day of the month (e.g. 1st or Last Day) and a delivery time.
  5. Click Send Now to send immediately, or Schedule Report to save and activate a recurring delivery.
Once a schedule is active, the email icon next to the view name in the dropdown will appear light blue. Each saved view can only have one active schedule at a time.

Only saved views are available in the Report dropdown. Configure and save your filters and columns as a view before scheduling a delivery. See Working with Saved Views for instructions on creating saved views.