title: “Schedule a weekly report via email” description: “Get the summary each Monday at 7 a.m. in your inbox without logging in.” audience: [“staff”,“org_admin”] modules: [“reportes”] estimated_minutes: 3 last_reviewed: “2026-05-03”

Schedule a weekly report via email

The email includes charts as images and a secure link to open the interactive report.

TL;DR

In the report: … → Schedule send, set day, time and recipients.

Steps

1. Open the report. 2. … menu → Schedule send. 3. Set recurrence (daily, weekly, monthly). 4. Pick local day and time. 5. Add recipients (must be members with access to the report). 6. Save. The first send fires on the next scheduled date.