If you regularly export the same reports, there's no need to do it manually each time. With Scheduled Reports, you can automate recurring exports from the Analytics section and get them delivered straight to your inbox.
This feature is available for Social Page Performance, Published Posts, GBP, Ads, and other dashboards available in your White Label.
Where to find it?
Go to Analytics at the top left.
Select the report you want to schedule (e.g. Social Performance).
Click the three-dot menu in the top-right corner.
Choose Schedule Report to open the Report Scheduler, where you can configure your export.
How to set up a scheduled report?
Once you are redirected to the Report Scheduler, fill in the required fields.
Report name - think of a custom name that helps you identify the report.
Report Type - choose a dashboard from which you require the report:
Social Page Performance
Published Posts Performance
Google Business Profile (GBP) Performance
Facebook Ad Performance
Facebook Ad Campaign Performance
Segment - select a saved filter if applicable. Please note that some report types disable segmentation.
Frequency - set how often the report is delivered: Daily, Weekly, or Monthly.
Delivery Time - choose the time of day for delivery. Please note that if the selected day doesn't exist in the given period, the report will be sent on the last day.
Time Zone - define the time zone (default is your account time zone).
Activate the schedule and click Save to complete the process.
Managing Scheduled Reports
All scheduled reports are listed in the left panel of the Report Scheduler screen.
For each report, you can:
Edit its settings.
Deactivate or activate it with the toggle.
Delete the report if it’s no longer needed.
Send a test report to check the latest version.
Why should you use the Scheduled Reports?
✅ It saves you time by avoiding manual exports every week or month.
✅ It keeps you informed by sending you the latest analytics automatically.
✅ It ensures consistency by providing you with the information in the same format and keeping the same filters every time.
✅ It adapts to your routine. Just choose the schedule, including your time zone, and other necessary data filters.
✅ It keeps working in the background. Reports are run even when you're away.
Important things to know:
Date ranges are dynamic - each report adjusts based on when it’s sent (e.g. “last 7 days”).
Segmentation - if a saved segment used in your report is deleted, you’ll see a warning when editing the schedule.
Email only - reports are currently delivered via email in a CSV file.
Permissions apply - users can only schedule reports for data they have access to.
If you have any further questions, please contact us at
[email protected].