How-to1 min read·Updated Nov 2, 2026
Schedule reports by email
Receive any report automatically every week or month — to yourself, managers or owners.
Scheduled reports feature
Available from the Professional plan (OMR 89.00). Sign in to your agency to see whether your plan includes it.
BasicProfessionalUltimate
Requires permission
agency.reports.schedule- Open a report, set the filters you want, and press Schedule.
- Choose the frequency (daily, weekly on a day, monthly on a date), the format (Excel, PDF), language and recipients — staff users or external emails.
- Save. Schedules are listed under Reports → Schedules where you can pause, edit or run one immediately.
The date range rolls automatically: a monthly schedule for “last month” always covers the previous calendar month.
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