Reports & Exports
    Feature Guide

    Scheduled Reports

    Automate report delivery on a weekly or monthly schedule.

    Updated 2026-02-14
    1 min read
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    Scheduled Reports#

    Agency Plan Feature#

    Automatically send PDF reports to clients or stakeholders on a recurring schedule.

    How to Set Up#

  1. Go to Reports → Scheduled Reports
  2. Click "Create Schedule"
  3. Choose the site(s) to include
  4. Set frequency: Weekly (every Monday) or Monthly (1st of each month)
  5. Add recipient email addresses
  6. Optionally select your white-label branding preset
  7. Click "Save Schedule"

    8. What Gets Sent#

    Recipients receive an email with:

  8. Summary of the reporting period
  9. Attached PDF report (white-labelled if configured)
  10. Quick-glance metrics in the email body

    11. Managing Schedules#

  11. View all active schedules in Reports → Scheduled Reports
  12. Pause, edit, or delete schedules at any time
  13. View delivery history and open rates
    14. Was this article helpful?

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