Schedule a report delivery

Once you’ve configured a report, you can schedule it for email delivery.

Before you begin

Select filters and view the report in the browser before scheduling it for delivery.

How to

  1. In the browser, open the report you want to schedule for delivery.
  2. Click the gear icon and select Create/Schedule New Report.
    You see non-editable details for the chosen report.
  3. In the Report Name field, enter the report name.
    The name defaults to the metric for the report, but you can edit it.
  4. Enter one or more email addresses for the report recipients. Separate emails with commas, no spaces.
  5. Select one of the available frequencies of delivery:
    • Once
    • Daily
    • Weekly
    • Monthly
  6. If you selected a Daily, Weekly, or Monthly frequency, select a date range.
  7. Select one of the following formats:
    • Image
    • CSV
  8. Click Apply.