Step 1. To automate a report, make sure that you have selected one of the pre-made date ranges from the calendar settings. Do not use Custom Period as this will not work with the report automation feature. This applies to both the main date range and the comparison period.

Step 2. Click on "More..." and then "Automate report".

Step 3. Select how often you would like your report to be sent (Sending Frequency) and on which day (Delivery day), as well as the Time and the Time zone. You can choose whether you want to review the report before sending it or have it sent automatically without a review.

Step 4. Enter the report recipients' email addresses at the bottom of automation settings for your reports and click "Automate report".

Please note, if you select "I'll review before sending", we will NOT send the reports until you review them.

If you do not plan to add comments or summaries to the report and do not want to review the data before sending, feel free to go for "Send reports without my review".

...And that's it! You'll have your report automated! 😊

You'll be able to find your automated report under the Automated category on your Home Screen or folder, separated from the regular/on-demand Reports.

PS: If you want to customize the email style used to send the automated report, check this article.

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