You can automate your reporting by scheduling reports to be sent directly to your inbox or to your team on a recurring basis.
Creating a schedule
To set up a scheduled report:
Go to Reports from the left side menu.
Click the Schedule button.
Click the + icon to create a new schedule.
Configure the following settings:
Recipients - Select from the dropdown the account users who should receive the report. Learn how to add users to your account →
Trackers - Choose which trackers to include — brands, competitors, marketing leads, or a combination. Learn more about trackers →
Frequency - Set how often the report is sent (daily, weekly, etc.).
Next Run - Shows when the next report will be delivered.
Attachments - Select the Standard or Custom Report you want to send. [View available Standard Reports →] [View Custom Reports →]
Included Email Sections - Select which sections appear in the email body.
Presets - Apply a preset to filter the data before sending. Learn more about presets →
CC / BCC - Add any additional recipients, including external email addresses.
Once configured, you can either send the report immediately or save the schedule and allow it to run automatically.
Pro tip: Use Presets to make sure scheduled reports always show the right data for each recipient. It's especially useful when sending to clients or different teams.