Scheduling reports

Open up the schedule page and click Create schedule.

At a minimum you must choose:

  • The report which should be generated whenever the schedule runs (1)

  • When the schedule should run (e.g. Every Monday/Thursday at 8 AM) (2)

  • The email recipients, or the Google Drive where the report will be exported (3)

Schedule options

Different options will appear depending on whether you choose Email or Google Drive.

Email schedule

Choose the file format, either CSV, Excel, PDF or HTML.

Contact us at [email protected] if you need to customize the email body, subject, sender name, sender email or the name of the attached report file.

Google Drive schedule

When choosing Google Drive, the report is exported as a Google Sheet every time the schedule runs. Several behaviors are offered: