Report Subscriptions

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.

Premium
Enterprise

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.

  1. 1Click the Reports tab and find the saved report you want to subscribe to.

  2. 2Click the report and select Subscribe.

  3. 3Choose your subscription options, then select Subscribe.

  4. 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

Which plans support report subscriptions?

Report subscriptions are available on Premium and Enterprise plans.

Do I need a saved report before I can subscribe?

Yes. Report subscriptions are set up on top of an existing saved report, so create and save your custom report first.

Can I change the format, schedule, or delivery time later?

Yes. Click the three dots next to the report, then click Subscribed to update any of your subscription settings.

How will I know a report is subscribed?

In the Reports tab, subscribed reports show a small symbol next to them confirming the subscription is active.

If you have any questions about report subscriptions, please contact our Support Team.

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