- Platform Help Center
- Analytics
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:
- Go to Analytics.
- Select Dashboards.
- Find the report you want to schedule for email and apply the filters of your choice.
- In the top right corner, select Schedule Export.
- Set the email recurrence based on your needs.
- Add the recipients' emails and the format of the report (PDF, PNG, and CSV format).
- Click Schedule.