Scheduled reports

Scheduled reports run automatically on a defined cadence and deliver results to one or more recipients via email or Slack. Use them to eliminate manual report pulls and keep stakeholders informed without extra effort.

Create a schedule

1. Open a saved report and click Schedule delivery.
2. Set the frequency: daily, weekly, or monthly.
3. Choose the day and time (all times are in the workspace timezone).
4. Click Next to configure recipients.

Choose recipients

Email

Enter one or more email addresses. Recipients do not need to be workspace members—any valid email address works.

The delivery includes:

• A summary header with the report name and run time
• An inline preview of the first 10 rows
• A link to view or download the full report
• An attached CSV (optional—toggle in delivery settings)

Slack

Connect your workspace’s Slack integration (if not already connected), then select a channel or enter a direct message recipient.

The Slack message includes a summary card with row count and key metrics, plus a link to view the full report in the browser.

Note

Slack delivery requires the Slack integration to be connected. See Messaging connectors for setup steps.

Manage subscriptions

Scheduled deliveries are listed under Analytics → Reports → Schedules. From there you can:

• Pause a schedule without deleting it.
• Edit the frequency, time, or recipient list.
• Run now to trigger an immediate delivery outside the regular cadence.
• Delete to permanently remove the schedule.

Recipients can unsubscribe from scheduled emails using the unsubscribe link in the footer of each delivery. Admins can also remove recipients from the schedule management page.