Schedule Reports for Automatic Delivery

On Professional and Enterprise, a scheduled report can deliver a fresh CSV to a list of email addresses on a daily, weekly or monthly cadence. Each successful run also keeps a copy in Wizard Application.

Create a schedule

1. Open the schedule form

   Open Reports and select the report you want to receive. Choose Schedule, or open Manage Schedules to create one from the schedule window.

2. Name the schedule and choose its period

   Choose the report, give the schedule a name and select the rolling period it should cover: the last 7 days, the last 30 days, the previous month or month to date. If you opened Schedule from a filtered report, its supported entity filters are carried over.

3. Choose when it runs

   Select a daily, weekly or monthly frequency. For weekly schedules choose a day; for monthly schedules choose a date. Set the time and timezone so the delivery arrives when you expect it.

4. Add recipients

   Enter the email addresses that should receive the report, up to 10 recipients, then select Create.

Know how scheduled runs are counted

Your tenant has a monthly allowance of free scheduled runs. Runs beyond the allowance are charged to the wallet at the current per-run price. The schedule window shows the allowance and price; if the wallet runs out, schedules can pause rather than continue as paid runs.

For pausing schedules and checking past runs, see Manage Scheduled Reports and Download Runs.