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Schedule a report to your inbox

Overview

Whether it’s a Discovery or Reports template, you can schedule it to be delivered to your inbox daily, weekly, or at any interval you prefer.

Perfect for staying up to date without logging in. Set it once, and get fresh insights right when you need them, automatically and effortlessly.

New templates step-by-step

  1. Go to Reports

  2. Select the Templates tab

  3. Click on the 'New template' button

  4. Configure a Report or Discovery template. More info

  5. Enter a name for the template

  6. Add one or more email recipients

  7. (Optional) Time zone: Select your preferred time zone for the template data and delivery (defaults to Universal UTC +0)

  8. Schedule section: Choose when you want to receive it

  9. Set the frequency (daily, weekly, etc.)

  10. Pick the time it should land in your inbox

  11. Click on the Create button to save the template and get it in your inbox.

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