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Email a report on a schedule

Have any saved report emailed to the people who need it, daily, weekly or monthly, in your own time zone.

1 min read · Published Jul 4, 2026

Any saved report can be emailed out on a repeating schedule.

Creating a schedule

Open the Reports page and go to the Delivery Schedule tab. Create a schedule and pick:

Report: any saved report or pre-built report.
Format: CSV, Excel, or PDF attached.
Schedule: daily, weekly (choose a day and time), or monthly (choose a date and time).
Recipients: the email addresses that should receive it.
Time zone: send times follow your organization’s time zone.

Use cases

Daily: a morning standup summary for the team.
Weekly: a Monday board report on top deals and open issues.
Monthly: a 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.

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