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      Schedule reports to send via email

      Learn how to automate report delivery by email. Save time, keep stakeholders in the loop, and eliminate the need for repetitive report sharing.

      Description Summary

      Rose Rocket allows you to schedule recurring reports and automatically send them via email in multiple formats. This feature helps you keep your team or customers informed—without manual effort.

      User Segment

      Brokers, Carriers, Admins

      How it Works

      This is only available to orgs with Analytics Tier 2.

      1. Go to Analytics > Dashboards

      2. Choose the report you'd like to share. Apply filters as needed (e.g., by date range or customer)

      3. Click “Schedule Export”
        Located in the top-right corner within the dropdown menu.

      4. Fill out the required information

        • Give this schedule a name.

        • Choose how often you want the report to send (e.g., daily, weekly, monthly).

        • Choose the time you want to send the report.

        • Add recipient email addresses.

      5. Choose File Format
        Select from PDF, PNG, or CSV based on how your audience prefers to view the report.

      6. Click “Schedule”
        Your report will now be sent automatically on your chosen schedule.

      Click and follow the interactive guide below to learn more:

      Use Case Examples

      • A finance lead sends a weekly Accounts Receivable summary to the billing team.

      Best Practices

      • Use filters before scheduling to send only the most relevant data.

      • Coordinate with your team to avoid overlapping or duplicate report sends.

      • Send a test to yourself first to confirm formatting and filters.

      Common Issues & Troubleshooting

      I scheduled a report, but the recipient didn't receive it—why?
      Double-check the scheduled time, frequency, and email addresses. Also ensure to check all email inboxes including spam/junk folders.

      Can I edit a scheduled report?
      Currently, it is not possible to edit a scheduled report directly. If you need to make changes, you will need to delete the existing scheduled report and create a new one.

      How do I stop or delete a scheduled report?
      Navigate to Analytics > Schedules. Locate the schedule you wish to delete, then check the box next to it. A delete button will appear for you to proceed with the removal.