HelpreportsSave & Schedule Reports
Save & Schedule Reports
Save a report configuration and schedule it for email delivery.
beginner· 1 view· Updated 7/18/2026
You can save any report with its specific filters and date range for easy access. Saved reports are available in the Reports section for quick retrieval. Additionally, you can schedule these reports to be emailed to you or your team on a regular basis, such as monthly or quarterly.
Step-by-step
- 1Open Reports
Go to Reports in the sidebar to view available reports.
- 2Select Report
Choose the report you want to save and configure the filters and date range as needed.
- 3Save Configuration
Click on the save option to bookmark the report with your current settings.
- 4Schedule Email
Set up a schedule for the report to be emailed, selecting the frequency such as monthly or quarterly.
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