Custom Reports and Scheduled Report Delivery

Build a report with just the charts and numbers you care about, and have it emailed automatically.

Build a report

1. Go to Reports → Custom Reports and click New Report.
2. Name it and pick a date range (Today, This Week, This Month or a custom range).
3. Add widgets from the list
4. Save.

The list shows each report's Widgets, Date Range and when it was Last Updated.

Email it on a schedule

1. Open the report and click the Settings button to set up Scheduled Delivery.
2. Choose a frequency of delivery, the day of the week you'd like the receive the report, the time of day, and delivery method. 
3. Choose email with a PDF attached, or email with a link.
4. Add each recipient's email address.

Good for sending weekly numbers to owners, managers or your accountant.

Here is a video walking through these steps: