Dashboards and scheduled report emails
Put reports side by side and have them emailed automatically.
Updated 7 October 2026
Dashboards
Open Reporting › Dashboards and press + New dashboard. Then, from any saved report, press Add to dashboard. Build as many dashboards as you like.
Email a report on a schedule
- Open a saved report and press Save report.
- Under Email it to people, choose Every day, 8am, Every Monday, 8am or 1st of each month, 8am.
- Choose who gets it (team members only). A CSV is attached.
- Press Save.
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