Help centre › Reports

Dashboards and scheduled report emails

Put reports side by side and have them emailed automatically.

Updated 7 October 2026

Dashboards

Open Reporting › Dashboards and press + New dashboard. Then, from any saved report, press Add to dashboard. Build as many dashboards as you like.

Email a report on a schedule

  1. Open a saved report and press Save report.
  2. Under Email it to people, choose Every day, 8am, Every Monday, 8am or 1st of each month, 8am.
  3. Choose who gets it (team members only). A CSV is attached.
  4. Press Save.
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