Overview

Scheduled delivery lets you send time-based snapshots of your reports by email to key stakeholders.

Recipients can be teammates, roles, or external email addresses - each delivery contains a link to a read-only snapshot of the report, so stakeholders see the real charts and numbers without opening the dashboard.

Common use cases:

• Send the team's support metrics to everyone each Monday morning

• Deliver a monthly performance report to a client or external stakeholder

• Keep leadership updated on a cadence instead of on request

For a one-off link instead of a recurring email, share the report externally.

Create a schedule

When you want to send a saved report on a recurring schedule:

1. Open a saved report from Dashboard → Reports

2. Click Share → Schedule delivery

3. Configure the schedule and click Create schedule

Configure the scheduling

1. Add recipients:

   • Teammates - pick workspace members by name

   • Roles - deliver to everyone with that role. Membership is resolved at send time, so teammates who join the role later are included automatically

   • External emails - type any email address to add someone outside your workspace

2. Name the schedule - recipients see it in the delivery email's subject line

3. Add a message (optional) - give recipients context that appears at the top of every delivery

4. Choose a frequency:

   • Every day

   • Weekly on Monday or Friday

   • First or Last day of the month

   • Custom - completely custom scheduling

5. Choose a delivery time - pick the hour each delivery is sent. Times are shown in your device's timezone, and the schedule keeps that timezone when it runs

6. Click Create schedule on the top right

Manage your schedules

To manage all your schedules, go to Dashboard → Reports → Manage schedules.

The Reports tab lists scheduled report deliveries for every report you can access, with each schedule's name, report, cadence, recipient count, and creation date. The Datasets tab lists scheduled dataset exports, which deliver CSV files instead of report snapshots.

Open the actions menu on any row:

• Edit schedule - update the schedule details shown in the drawer, then click Save changes

• Delete schedule - stops all future deliveries. This can't be undone, but you can recreate the schedule from the report at any time

What recipients see

At the scheduled time, every recipient gets an email with your message and an ‘Open report snapshot’ link.

The snapshot is a read-only version of the report evaluated at delivery time. It shows the report's actual charts and values with its saved chart titles, descriptions, filters, date range, comparison, and breakdowns. Relative date ranges like Past 4 weeks are recalculated for each delivery, so recipients always see the current period.

Each delivery links to its own snapshot. Editing the saved report changes what future deliveries show - snapshots that were already sent stay exactly as delivered.

Delivery emails sent to teammates include an unsubscribe link that turns off future report delivery emails for that teammate. To stop receiving only one schedule, ask its creator to remove you from the recipients.