To schedule your custom reports and the widgets.

  • Click and open a custom report.
  • Click on the Export icon on the top right corner.
  • Select Schedule Report from the drop down.
  • Set the cadence, customize the time of delivery, subject, and description to suit your business. 
  • Under Send to, add your email address. You can add additional email addresses by typing the required ones.
  • Click Save.

Note: Curated reports cannot be scheduled. You can only schedule custom reports.