Scheduled Reports
Automate report delivery on a weekly or monthly schedule.
Scheduled Reports
Agency Plan Feature
Automatically send PDF reports to clients or stakeholders on a recurring schedule.
How to Set Up
- Go to Reports → Scheduled Reports
- Click "Create Schedule"
- Choose the site(s) to include
- Set frequency: Weekly (every Monday) or Monthly (1st of each month)
- Add recipient email addresses
- Optionally select your white-label branding preset
- Click "Save Schedule"
What Gets Sent
Recipients receive an email with:
- Summary of the reporting period
- Attached PDF report (white-labelled if configured)
- Quick-glance metrics in the email body
Managing Schedules
- View all active schedules in Reports → Scheduled Reports
- Pause, edit, or delete schedules at any time
- View delivery history and open rates