After creating a custom report, you can schedule when the report will be automatically sent via email. To do so, move to the Schedule tab of your custom report page.
Turn on Enable scheduling for this report toggle in the Activation section.
Define how often you want to send it, type the number of days, weeks or months, and, in the From field, set the date on which you want to send your report for the first time. In the Start Time field, choose at what hour you wish the report to be generated from the drop-down list.
Add recipients to the report by typing their email addresses in the Recipients section. You can add up to 25 email addresses. Remember to press "Enter" on your keyboard after each email address to save it correctly. Remember to select Save Changes at the bottom of the page (even if you can also save changes in every single tab). The settings you configured will now be applied to your custom report.
How will the report be delivered to me?
A link to download the report will be included in the email sent to all of the users you added in the Email Address (required) field. By sending a link instead of an attachment, your users won’t have any issues due to large files to download. Remember that the link expires a month after it has been sent.
If you have an external recipient, make sure to unflag the Login required to download the report option to allow them to download the report without logging into the platform. This option can be found in the PROPERTIES tab.
