Scheduled report emails

Schedule any saved report to email itself on a recurring cadence.

Where

Open the Reports page and go to the Delivery Schedule tab (/reports?tab=delivery). Create a new schedule and pick:

• Report — any saved report or pre-built report.
• Format — CSV, Excel, or PDF attached.
• Schedule — daily, weekly (pick day + time), or monthly (pick day of month + time).
• Recipients — the email addresses that should receive it.
• Time zone — the schedule advances in your org's time zone.

Use cases

• Daily — sales standup digest emailed to the team in the morning.
• Weekly — Monday board report on top deals and open issues.
• Monthly — funder update on grant pipeline and spend.

Managing schedules

Every schedule you create is listed on the Delivery Schedule tab, where you can pause it, edit its recipients or cadence, or delete it. Deleting a schedule stops all future runs.