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Overview

Scheduled reports let you receive regular updates automatically without manual intervention. You can configure the frequency, recipients, report type, and optional variables for each schedule.
1

Log in to your account

Sign in to access the scheduling features.
2

Access Scheduled Reports

Click your username at the top of the screen. From the dropdown, select My Scheduled Reports.
3

Add a Scheduled Report

Click +Add a Scheduled Report to open the configuration screen.
4

Complete General Settings

  • Enter a Name for the report (e.g., “Daily Report”)
  • Set the Frequency (daily, monthly, etc.)
  • Select the Days of the Week for the report to run
  • Enter the Time to run
5

Set up Email Settings

Enter the email Subject and Body message. Click +New to add recipients with their name and email address.
6

Add Reports

Click Add Report and select from the pre-set reports in the dropdown menu.
7

Add Variables (optional)

Click +New to add a variable. Choose a Parameter Name (e.g., account_id or warehouse_id) and enter the corresponding Variable Value.
8

Configure SFTP Users (optional)

Instead of email, you can save reports to SFTP. Click +New, search for the SFTP user by name, and the report will be saved for them to access.
9

Save the Scheduled Report

Click Save. The report will now run automatically at the scheduled time.
Avoid setting report times between midnight and 2 AM, as these may be affected by daylight saving time changes.
Yes. Click +New in the Email Settings to add multiple recipients.
Yes. Use the SFTP Users section to save reports for download instead of email delivery.