How to Create & Schedule a Report

You've built a great plan - now it's time to start tracking progress. In just a few clicks, you can create a report and schedule the delivery of it to key stakeholders.

Step 1: Scheduling a Report

Scheduling a report is easier than ever. If you'd like to receive report emails on a certain time or date follow these simple steps below:

 

1. Click the Reports option in the main navigation bar.

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2. Once you are in the 'Reports' screen, click on the "+" icon on the far right hand side to create a report.

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3. You'll be prompted to configure your report and need to first select the type of report you would like to create.Screenshot 2025-06-17 at 1.50.50 PM.png

4. Once you select the type of report you'll need to give your report a name and choose from the list of created reports.

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5. Then click the 'Next' to schedule your report. 

6. To set your report schedule click 'Set Schedule'.

  • Here you will select:
    • The frequency you'd like to receive the report
    • The time of day and timezone you'd like to receive the report
    • Who should receive the report
    • What the subject line should be
    • If you'd like anything in the body of the email message delivering the report
  • Once this is set click 'Create Report'

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7. Once your report is created you will see it under the 'Reports I've Created' tab. You can click the '...' to the far right of the report name to make any necessary adjustments to the report.

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