With report subscriptions, Premium and Enterprise users can set up a custom report to run on a schedule and automatically deliver to their email. No more generating and sending reports by hand.
In this article
Creating a report subscription
Before you can subscribe, you'll need a saved custom report. If you haven't created one yet, check out Saved Reports to get started.
-
1Click the Reports tab and find the saved report you want to subscribe to.
-
2Click the report and select Subscribe.
-
3Choose your subscription options, then select Subscribe.
-
4In the Reports tab, you'll see a symbol next to the report confirming your subscription.
Editing a report subscription
To change any subscription details, click the three dots next to the report, then click Subscribed.
Report subscription options
When creating a subscription, you can choose from these settings:
| Setting | Choices |
|---|---|
| Format | CSV or XLSX |
| Schedule | Daily, Weekly, or Monthly |
| Day of the week | Any day (weekly and monthly only) |
| Time of day | 8 AM, 12 PM, 4 PM, or 8 PM |
Frequently Asked Questions
If you have any questions about report subscriptions, please contact our Support Team.