Scheduling report delivery

Automate recurring reports so stakeholders get them without logging in.

When to use

Use a schedule when the same report is needed on a rhythm, such as a weekly sales summary for the director or a monthly finance pack for leadership. Delivery is by email as a CSV.

Before you start

You need analytics:read to view schedules and analytics:manage to create or change them.
The toggle analytics.scheduled_reports_enabled must be on (default: on). When off, schedules cannot be created and no email is sent.
Recipients must be members of your company. External addresses are not accepted.
The system re-checks the creator’s permission on the report source at send time.

Steps

Open /reports/scheduled and create a new schedule.
Choose the report and set the frequency (daily, weekly, or monthly) and the time of day.
Add the recipients from your company’s members.
Save — the report is generated as CSV and emailed on schedule. Use run now to test it.

Analytics — the scheduled reports list with frequency and recipients

Options

Option	Values
Frequency	Daily, weekly, monthly
Time of day	Hour and minute
Format	CSV by email

Tips & common mistakes

Send a test with run now before relying on the schedule.
If a schedule stops delivering, check that the creator still has permission on the source and the toggle is still on.
Only CSV by email is supported; there is no inline summary or other frequency.
Remove recipients who leave the company.

Building a custom report in Analytics Builder Exporting to CSV