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Schedule Recurring Reports in Analytics

Kate avatar
Written by Kate
Updated over a week ago

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?

  1. Go to Analytics at the top left.

  2. Select the report you want to schedule (e.g. Social Performance).

  3. Click the three-dot menu in the top-right corner.

  4. Choose Schedule Report to open the Report Scheduler, where you can configure your export.

Setting Up a Scheduled Report

Once you are redirected to the Report Scheduler, fill in the required fields.

Field name

Decription

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.

Delivery Method

Choose the delivery method:

  • Email as a CSV file

  • HTTP

  • SFTP

Keep on reading the guide to learn more about the delivery method setup.

Email Address

Fill in your email address

Delivery Schedule

Set how often the report is delivered: Daily, Weekly, or Monthly. Also, 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.

Activate the schedule by leaving the toggle active, and click Save at the top right 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.

Setting Up the Delivery Method

Instead of downloading reports manually, files are securely transferred to your infrastructure as soon as they are generated.

Delivery is supported via:

  • HTTP endpoints (APIs, webhooks, ingestion services)

  • SFTP servers (secure file transfer)

Reports are delivered in a machine‑readable format and can be consumed by BI tools, data warehouses, finance systems, or internal dashboards.

HTTP Delivery

You ingest data via APIs, webhooks, or cloud pipelines. Send reports to any HTTP endpoint. Required Fields:

Field

Description

URL

Endpoint URL (e.g., https://api.example.com/upload)

HTTP Method

Select POST/PUT

Field Name

Form field name for the file (default: file)

Optional: HTTP Headers

Add authentication or custom headers as JSON:

{"Authorization": "Bearer your-token-here", "X-Custom-Header": "value"}.

SFTP Delivery

Upload reports directly to your SFTP server. Required Fields:

Field

Description

Host

SFTP server address (e.g., sftp.example.com)

Port

Default: 22

Remote Path

Upload directory (e.g., /uploads/reports/)

Username

SFTP username

Authentication Methods

Option 1: Password - Enter your password in the Password field.

Option 2: SSH Key - Is recommended.

  1. Generate a key pair on your local machine:

    ssh-keygen -t ed25519 -C "[email protected]"

    Or for RSA:

    ssh-keygen -t rsa -b 4096 -C "[email protected]"

  2. Add the public key to your server's ~/.ssh/authorized_keys

  3. Paste the private key into the Private Key field in PEM format:

    -----BEGIN RSA PRIVATE KEY-----

    ...

    -----END RSA PRIVATE KEY-----

    Or for ED25519:

    -----BEGIN OPENSSH PRIVATE KEY-----

    ...

    -----END OPENSSH PRIVATE KEY-----

  4. Passphrase (Optional): Enter only if your private key is encrypted.

Before enabling scheduled delivery, we recommend:

  • Confirming report scope, format, and delivery frequency

  • Validating endpoint or SFTP access

  • You can run a test delivery

  • Report Scheduler rule ID or link

  • Verifying successful ingestion on your side

  • Assigning internal ownership for monitoring

Support and troubleshooting

If deliveries fail or reports are not received:

  • Verify credentials and access permissions

  • Check endpoint or SFTP server logs

  • Confirm firewall and IP allow‑listing rules

For assistance, contact your account manager or support team with:

  • Delivery method used

  • Timestamp of the failed delivery

  • Error message or server response

  • Report Scheduler rule ID or link

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.

  • 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].

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