Schedule a report

Set up a weekly or monthly branded report.

  1. Open Reports in the sidebar.
  2. Under New scheduled report, fill in:
    • Report name, used as the email subject with your brand name;
    • Frequency: Weekly or Monthly;
    • Send to: up to 20 email addresses, separated by commas or spaces;
    • Your brand name;
    • Logo URL (https), optional;
    • Brand colour;
    • Folder, optional. Choose a client's folder to report on that folder's codes only. Leave it on All folders for every code in the workspace. If you delete the folder, the report pauses.
    • Only codes tagged, optional. Enter one tag, in lowercase, to include only codes with that tag. Leave it empty for every code in the workspace.
  3. Click Schedule report.

Click Preview next to a report to see what recipients will get. To change a report, delete it and schedule a new one.