9 | Scheduled Reports

9 | Scheduled Reports

How to Schedule Reports in Analytics

You can easily automate your reporting process by scheduling reports to be sent directly to your email. Follow the steps below to set up your scheduled reports.

Step 1: Navigate to Scheduled Reports
  1. Go to Analytics in the main menu.

  2. Select Scheduled Reports.



Step 2: Choose a Report Type

You have two options:

  • Booking Summary Report – provides a standard summary of your bookings.

  • Custom Report – allows you to select specific data fields and filters.

If you select Custom Report, click the Select Report button and choose your preferred report

Notes

If you haven’t created a custom report yet, see the Custom reports guide for instructions.

Step 3: Pick the Frequency

Select how often the report should be sent:

  • Daily

  • Weekly

  • Monthly

  • Quarterly

  • Yearly

If you select Weekly, you can choose to receive your report every Sunday or Monday, depending on your preferred start of the week.






Step 4: Add Recipients

  1. Type the recipient email address into the field.

  2. For multiple addresses, separate each with a comma (,).

  3. Click Add to save the recipients.



Click the Add button to complete the setup.

Your scheduled reports will then appear in the list below.