You can either send a report to your email inbox one time, or you can schedule it to be sent on a recurring basis, so that you don't have to lift a finger to receive your data!
Send your report to your email
To take this action, click on the gear in the top right corner of your report and then click Send from the drop down.
Then, select how you would like the data to be formatted.
When you have selected all the options for your delivery, click the Send button to send your content.
Schedule a report to be sent to your inbox on a recurring basis
Scheduling allows you to periodically receive a report to your inbox.
To schedule, click on the gear in the top right corner of one of the reports and then click Schedule, select how you would like the data to be formatted, and click Save All on the bottom right to send it.
There are several ways to customize the delivery of your data. You can schedule a periodic delivery, such as delivering a certain dashboard every Monday. You can also schedule a report so that information is delivered only if the data has changed since the last delivery, or only if the query yields results.
Set up multiple scheduled reports
If you would like to set up more than one scheduled report, click New in the top left hand corner and change the filters to adjust for the information you would like to receive. You might want to have different reports sent if you're running multiple campaigns at once.
How to schedule a customized report:
- Click the three vertical dots found at the top right of your preferred report.
- Then click Explore from here from the drop down
- Customize your report
- Click on the gear in the very top right corner (next to the Run button) and then Save & Schedule.
- Choose your delivery settings and SAVE!