Prepare one-time or recurring report deliveries for authorized recipients.
- Open the report generation or raw-data export page.
- Choose a one-time delivery or a regular schedule.
- Select the data source, date range or schedule, and file format offered by the form.
- Enter valid recipient email addresses and review the data scope.
- Submit and verify actual email receipt rather than relying only on the request confirmation.
- Use Scheduled reports to edit, pause, resume or delete recurring deliveries.
¶ Check the result and solve problems
Changes to a scheduled report apply to its next delivery; past exports are not regenerated. Deleting a schedule stops future deliveries. Report files can contain customer or employee data, so restrict recipients and storage appropriately.
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