How to schedule reports

How to schedule a favorite report (PRO only)

You can schedule any favorite report and have it delivered automatically in your inbox.

  • First of all, run a report with the filters you desire;
  • Second, from the report view, save it as a favorite:


  • Once you’ve saved the report as a favorite, you’ll see a new button appear on top;
  • That’s the automation icon that will allow you to schedule the report:


  • Once you’ve saved the report as a favorite, you’ll see a new button appear on top;
  • That’s the automation icon that will allow you to schedule the report:


  • Select the frequency you want the report to be delivered to you:
    • Daily
    • Weekly
    • Monthly

Once you’ve done, don’t forget to save.

In the main report view on the right, you’ll be able to see the list of all the favorite reports you saved

Click on the menu to see the option to edit the automation, edit the favorite report, or remove it.

Please note that removing a favorite report also removes any automation that was set with it.


To have an overview of all the reports you have scheduled and their frequency, go in the Automation settings section of the workspace.



Once you’ve scheduled your report, you’ll receive it directly in your inbox: