Schedule generated reports

From the Generated reports tab, you can schedule pre-built reports that are delivered on a recurring basis (daily, weekly, monthly, or quarterly).

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

To schedule a report:

  1. Click Reports in the left navigation bar.
  2. Click the Generated reports tab.
  3. Scroll to the Scheduled reports section at the bottom of the page.
    The Scheduled reports section at the bottom of the Generated reports tab.
  4. From the Add a report dropdown, select the report you'd like to schedule. 
    Selecting a report from the 'Add a report' dropdown.
    Your scheduled report now appears in the Scheduled reports section.
    Scheduled report in the Scheduled reports section with monthly and quarterly delivery frequencies checked.
  5. Check the boxes next to the report under the Delivery Frequency column to choose delivery frequencies. You can check more than one. Scheduled reports are delivered to your email account as follows:
    • Weekly reports every Monday
    • Monthly reports on the first day of the month
  • 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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