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Scheduled reports run automatically on a defined cadence and deliver results to one or more recipients via email or Slack. Use them to eliminate manual report pulls and keep stakeholders informed without extra effort.

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Create a schedule

  1. Open a saved report and click Schedule delivery.
  2. Set the frequency: daily, weekly, or monthly.
  3. Choose the day and time (all times are in the workspace timezone).
  4. Click Next to configure recipients.

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Choose recipients

Enter one or more email addresses. Recipients do not need to be workspace members — any valid email address works.The delivery includes:
  • A summary header with the report name and run time
  • An inline preview of the first 10 rows
  • A link to view or download the full report
  • An attached CSV (optional — toggle in delivery settings)

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Manage subscriptions

Scheduled deliveries are listed under Analytics → Reports → Schedules. From the schedules list, you can take the following actions on any delivery:
  • Pause — Suspend delivery without deleting the schedule.
  • Edit — Update the frequency, time, or recipient list.
  • Run now — Trigger an immediate delivery outside the regular cadence.
  • Delete — Permanently remove the schedule.
Recipients can unsubscribe from scheduled emails using the unsubscribe link in the footer. Admins can also remove recipients directly from the schedule management page.