Schedule report emails
Want to periodically send (specific page) of your report to users? That’s possible and easily configured.
Open a report configuration under the report sharing menu item to get started.
Navigate to the Subscriptions tab and click on the Add subscription + button to get started.
Configure Interval
| Field | What it does | Tips |
|---|---|---|
| Subscription name * | Friendly label that appears in the subscription list and the subject line of the email. | Keep it short but descriptive (e.g., “Sales-Pipeline Daily”). |
| Start from date * | First day the automation will run. | |
| Delivery time | Exact time (hh:mm, 24-h) when the email will be sent. | |
| Repeat * | How often the report is sent: • Daily – once every day • Weekly – once per week • Monthly – once per calendar month | After you choose Weekly you’ll be asked to pick the weekday; Monthly uses the same day-of-month as the start date. |
Report Configuration
| Field | Description | Notes |
|---|---|---|
| Report pages | Choose specific pages to include, or leave blank to send all pages. | |
| Target file type * | Format of the attachment (PDF, PowerPoint or as PNG). | Large dashboards are usually easier to read in PDF. |
| Filter type * | Decide whether the report is sent as-is or with subscription or role/user filters. | If you choose ‘subscription’ you can add specific filters in this subscription. If you select user/role it will automatically apply any user or role specified filters for this subscription. |
A report may have multiple subscriptions based on your preferences.
