How to periodically schedule the available reports?

Modified on Sun, 9 Mar at 4:24 PM

The option to schedule a report is available from Garden/Pro Plan onwards, for both On-Demand and Saved Reports.

Please navigate to the Reports tab -> click on the report for which you need to set this up -> click on "Create Schedule" option available next to the Report Name (or) Report View Title.

Kindly note that we do not have this option for "Satisfaction Survey" reports.
For more details, please make use of the article which elaborates about Scheduling Reports.