Build and Schedule a Custom Report

Have a report delivered automatically — to yourself, your team, or anyone else who needs visibility, whether or not they have an account.

Building a report

1. Go to the reporting section and select New Report.
2. Customize the cover page — logo, header, background colors.
3. Add data widgets and organize into sections.
4. Reorder pages by drag-and-drop.

Build from scratch, or start from an existing dashboard and convert it.

Scheduling delivery

1. Set frequency — daily, weekly, or another cadence — and a send time.
2. Define the date range and whether to include a comparison against a previous period.
3. Set sender name, subject line, and recipients — any email works, no account needed.
4. Add an optional custom message.
5. Send a test email before turning scheduling on.

Useful settings to know

• Widget-level date settings: keeps individual widgets' custom ranges intact.
• Compare With: adds a comparison against a previous period.
• Table limits: table widgets show only the first 100 records in emailed/PDF versions.

Why this is worth setting up

A report that lands in your inbox every Monday is a report you'll actually look at.