Schedule Reports
What this helps you do: Automatically run reports at set times so updates are delivered without manual work.
Before you start
You must save the report before it can be scheduled.
How it works
Scheduling allows a saved report to run automatically at specific times.
Scheduled reports always use the latest saved settings, including:
Filters
Content & layout
Branding
Scheduling is optional—you can always run reports on demand.
Set a report schedule
Open a saved report.
Select the Schedule tab.
Choose a run time from the available options.
Save your changes.
Available scheduling options
Currently, reports can be scheduled at three specific times of day.
More granular options (such as every hour on the hour) are planned for a future update.
Common scheduling patterns
Weekly calendars
Run Monday morning for planning
Weekly status updates
Run Friday afternoon for recaps
Standing client deliverables
Same report, same time, every week
Many users maintain a small set of “master” reports and schedule those, rather than creating new reports each time.
What happens when a report is scheduled
The report runs automatically at the scheduled time
It reflects the latest data and saved settings
Dynamic reports stay current without manual updates
Tips
Schedule only reports you expect to reuse.
For one-off needs, download without saving instead.
If a scheduled report looks wrong, check that changes were saved.
Common questions
Can I schedule a report without saving it?
No. Reports must be saved before they can be scheduled.
Do scheduled reports update if I change filters later?
Yes. Scheduled runs always use the latest saved version.
Can I disable scheduling later?
Yes. You can remove or change the schedule at any time.