May 2025 - Scheduling Reports

By scheduling reports, you can automatically receive insights straight to your inbox.

This feature is currently available for Beta users of the Advanced tier package. 

What’s New

Why it Matters

Tips to Get Started

What’s New

You can now edit your settings to automatically export your reports to a desired inbox on a weekly or monthly basis.

Why it Matters

You no longer need to export your reports manually. Instead, you now have automatic access to company insights to make informed decisions or see how your business is performing.

Here’s what you can do when scheduling reports:

  • Choose when and who gets the report
  • Automatically send your report on a weekly or monthly basis
  • Export more than one report

Tips to Get Started

If you’d like to learn more about scheduling and exporting your reports, or if you would like to view a list of this feature’s frequently asked questions, you can read this help article