Schedule and Share Reports
Get the right numbers in front of the right people without manual effort.
Schedule a report
- Open a saved report.
- Click Schedule.
- Choose frequency (daily, weekly, monthly) and time of day.
- Add recipients by name, role, or email address.
- Choose the format (CSV, Excel, PDF).
Subscriptions
Recipients can manage their own subscriptions and unsubscribe at any time.
Audit trail
Every scheduled run is logged under Reports → Schedules → History so you can confirm a report was sent or troubleshoot delivery issues.