Skip to main content

How do I schedule a report to arrive by email?

Have any report emailed to you and your team daily, weekly, monthly, or quarterly.

If you check the same report every week, let it come to you. Any report can be scheduled to land in your inbox, and in your team's, as a CSV file.

How do I schedule a report?

Open Reports in the sidebar and open the report you want. Pick an event, then select Schedule in the top right. Choose your settings and select Schedule again to save.

  • Frequency. Daily sends the previous day's data every morning. Weekly sends the previous week's data every Monday. Monthly sends on the 1st of the month. Quarterly sends on the 1st of January, April, July, and October. Monthly and quarterly are handy for board reports and settlement.

  • Data to include. Previous period only means each email covers the time since the last send. All data sends the full report every time.

  • Recipients. Enter email addresses separated by commas. You can add up to 20.

Which reports can I schedule?

All of them. Most reports belong to one event, so you schedule them event by event. Payouts & fees and Sales tax cover your whole organization, so they don't need an event. For what each report contains, see How do I view my sales?

Where do I see my scheduled reports?

Open Reports and select the Scheduled tab. It lists every report you have set up to arrive by email. If you haven't scheduled any yet, you'll see a note that explains how.

Who can schedule a report?

You can schedule a report if you have permission to view it. If you don't see the Schedule button, ask an Owner or Admin on your team about your access.

Did this answer your question?