Schedule a report

From the Reports tab, you can schedule pre-built reports that are delivered on a recurring basis (daily, weekly, monthly, or quarterly). Only generated reports can be scheduled at this time. 

Note: You must be logged in as the person you wish to set up with scheduled reports. You can’t have these reports sent to other people.

To schedule a report:

  1. Click Reports in the left navigation bar.
  2. Click Scheduled Reports or Set Up Scheduled Reports in the generated reports section.
  3. Choose the report from the Add a Report menu.
  4. Check a box under Delivery Frequency to schedule the report for Daily, Weekly, Monthly, or Quarterly delivery.

Scheduled reports are delivered to your email account as follows:

  • Weekly reports every Monday
  • Monthly reports on the first day of the month

Once a scheduled report is generated, it displays under Recently Generated in the Generated reports section.

  • To stop generating a scheduled report, uncheck any/all boxes under Delivery Frequency.
  • If you regularly need data that is not available in one of the pre-built reports, you can request additional custom reports from our White Glove team by emailing

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