How To Send Scheduled Report Emails From Your Analytics Dashboards

Essentials and Pro Users: For more information about Analytics, click here!

You can send scheduled emails to yourself and/or others in your organization to show updates in your Analytics Dashboard(s) without having to log into your account!

Please note: To set up scheduled reports, the people receiving the emails must have at least Viewer access to your Analytics accounts. If you need additional users set up for this purpose, please contact our Support Team at [e-mail].

To set up Scheduled Reports:

1. Select the "Share" icon in the top right corner of your Dashboard.


2. If you haven't already, share the Dashboard with the user(s) by entering their name in the search bar at the top of the pop-up window. Then choose who you would like to receive these emails by selecting the envelope icon next to their name(s).

3. Select the Scheduled Reports tab in the top-right corner of the window. This tab allows you to adjust your settings for the emails.

4. If you would like a PDF copy of your report, select the check-box next to "PDF attachment".
         4a. If you'd like, you can edit what the PDF looks like by selecting "Edit/View PDF Report".

5. Choose your Timezone.

6. Set your schedule. You can either choose to receive emails every time your dashboard refreshes (for more information on refresh rates, click here) or you can set a frequency based on day and time.

7. Select "Save" to save your Scheduled Report.