Schedule any saved report to email itself on a recurring cadence.
Configure
Settings > Reports > Scheduled Exports > + New Schedule. Pick:
- Report — any saved custom report or pre-built report.
- Format — CSV, Excel, or PDF attached.
- Schedule — daily, weekly (pick day + time), monthly (pick day of month + time).
- Recipients — comma-separated list of email addresses (must be users in your org or addresses on your safe-list).
- Subject + Body — customize the email content.
- Time zone — defaults to your org's time zone.
Use cases
- Daily — sales standup digest emailed to the team at 8am.
- Weekly — Monday board report on top deals + open issues.
- Monthly — funder update on grant pipeline + spend.
Failure handling
If a scheduled run fails (e.g. report query times out, recipient address bounces), the failure is logged in Reports > Schedule History and an alert goes to the schedule owner.
Pause and edit
Pause a schedule from the list view. Edit recipients or cadence anytime. Deleting a schedule stops all future runs but preserves the run history.