Help Center | Scheduled and Saved Reports | Help Center

Navigate to Analytics → Reports to view your saved custom reports.

Running Saved Reports

Find your report in the list

Click Run to execute with current date range

View results in the report viewer

Scheduling Reports

Enable automated report delivery:

Click the schedule toggle on a saved report

Set frequency: Daily, Weekly, or Monthly

Choose delivery method (email)

Select recipients

Schedule Options

| Frequency | When It Runs |

|-----------|--------------|

| Daily | Every day at specified time |

| Weekly | Selected day of week |

| Monthly | Selected day of month |

Managing Scheduled Reports

Toggle Active/Inactive - Pause without deleting

View Next Run - See when report will next execute

Delete - Remove scheduled report entirely

Navigate to Analytics → Reports to view your saved custom reports.

Running Saved Reports

Find your report in the list

Click Run to execute with current date range

View results in the report viewer

Scheduling Reports

Enable automated report delivery:

Click the schedule toggle on a saved report

Set frequency: Daily, Weekly, or Monthly

Choose delivery method (email)

Select recipients

Schedule Options

| Frequency | When It Runs |

|-----------|--------------|

| Daily | Every day at specified time |

| Weekly | Selected day of week |

| Monthly | Selected day of month |

Managing Scheduled Reports

Toggle Active/Inactive - Pause without deleting

View Next Run - See when report will next execute

Delete - Remove scheduled report entirely

For Your Customers

For Your Technicians

For Your Business

Scheduled and Saved Reports

For Your Customers

For Your Technicians

For Your Business

Scheduled and Saved Reports

Running Saved Reports

Scheduling Reports

Schedule Options

Managing Scheduled Reports

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Running Saved Reports

Scheduling Reports

Schedule Options

Managing Scheduled Reports

Was this article helpful?

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