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Save views and schedule reports

Updated 26 September 2026

  1. 1Set up a report with the filters you want, then save it as a view with a preset name.
  2. 2Open Analytics → Reports & Schedules.
  3. 3Create a schedule: pick the view, a frequency (daily, weekly on Monday at 8 AM, or monthly on the 1st) and a format (Excel spreadsheet or executive PDF).
  4. 4Use the manual run option to send one immediately.
Scheduled reports are only sent to email addresses at your company’s domain.

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