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Prerequisites: You need both the Manage Analytics and Export Analytics permissions to schedule a report.
A scheduled report emails a dashboard’s numbers on a regular schedule, so you and your team don’t have to log in to check them. Each recipient gets their own email with the numbers in the message and a CSV file attached.

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Schedule a Report

1

Set up the dashboard

Open the dashboard you want to send and apply any filters or grouping. The report keeps the filters and grouping it supports. Sorting, comparisons, and hidden columns aren’t saved.
2

Open the schedule window

Click Actions, then Schedule this. Under What we’ll send, check the filters the report will use. If a filter you applied can’t be used in a scheduled report, the window says so, and the report is sent without it. If Schedule this isn’t in the menu, either that dashboard can’t be scheduled yet or your role is missing one of the permissions above.
3

Choose what to send

Under Send data from, pick a date range such as Last 7 days, Last full week (Mon–Sun), Last full month, or Month to date. The range moves with each send, so a weekly report sent on Monday always covers the week before. Under Send every, choose how often and at what time.
4

Add recipients and save

Under To, type each email address and press Enter. Click Save schedule.

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Manage Scheduled Reports

To see every scheduled report for your clinic, click Actions on any dashboard, then Scheduled reports…. Each report shows its date range, filters, and when it sends next. Open the menu on a report to:
  • Edit — change the date range, schedule, or recipients. To send different filters, delete the report and schedule a new one from the dashboard.
  • Pause or Resume — stop sending for a while without losing the setup. Paused reports are marked Paused.
  • Delete — stop sending for good.