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      Schedule reports to send via email

      Share customized reports with your customers or internal teams via automatic email delivery.

      Once you have applied filters for a report, you can email it to your customers or internal teams on a recurring schedule. You can send an email with a PDF, PNG, or CSV attachment of the report. 

       

      Click and follow the interactive guide below to learn more:

      1. Go to Analytics.
      2. Select Dashboards.
      3. Find the report you want to schedule for email and apply the filters of your choice. 
      4. In the top right corner, select Schedule Export.
      5. Set the email recurrence based on your needs.
      6. Add the recipients' emails and the format of the report (PDF, PNG, and CSV format).
      7. Click Schedule.