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Schedule report emails

Get your report delivered on a schedule, so your team sees the numbers without opening the dashboard.

What you get

  • Recurring report emails sent straight to the recipients you choose.
  • Up to five schedules per workspace, so different teams can get different cadences.
  • The same report you'd generate on demand — no separate "email version" to maintain.

Set up a schedule

  1. Open Settings → Report Emails.
  2. Add a schedule: pick the cadence and the recipients.
  3. Save. The first email goes out on the next scheduled run.

Plan and availability

Report schedules are included on every paid tier — Basic workspaces see an upgrade prompt instead of the form. The tab is available where your workspace has a Reports view; a workspace whose reporting works through an export instead of a scheduled email won't see this tab.

Tips

  • Use a distribution list instead of individual addresses so a schedule survives a team change.
  • Five schedules go a long way — one for a weekly summary, one for a channel-specific view, and so on.

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