Build a report and email it on a schedule

Quick answer

Open Reports and start from a template or click New report. Add up to 8 panels (numbers, a line, bars or a table), then Save. To send it, click Email it, pick how often, the day and hour, what each email covers and who gets it.

Before you start

• Reports use the areas your workspace has data for: your website, products, sales, ads, email, social, customers, stores, markets, places, content, territories, sales reps and dealers.
• Anyone on your team can open a report shared with Your team. Only the report’s owner, owners and administrators can edit or email it.

Build a report

1. Open Reports. Under Start from a template, pick Monthly performance, Products people look at, Marketing overview, Sales by customer or Blank report. Or click New report.
2. Name the report and choose Who can see it: Your team or Just you.
3. Click + Add a panel.
   • What to show: pick an area, such as Sales or Your website.
   • Which numbers: tick the numbers, choose what to group by and how many rows to show.
   • How to show it: Numbers, Line, Bars or Table. Check the live preview and click Add to report.
4. Fine-tune a panel in the side panel: width (half or full), filters, numbers from another area, and Compare with the period before.
5. Click Save.

When you open a report, it uses the date range and comparison in the top bar, so the numbers are always live. Download CSV exports it, Share makes a read-only link that expires after 30 days, and Pin puts a chart on your Dashboard.

Email a report on a schedule

1. Open the report and click Email it (or Save and email it in the builder).
2. Pick When: every week or every month, the day, the hour and the time zone. The sheet shows the next email date.
3. Pick What each email covers: for example the 7 days before it is sent, the month before, or this month so far. Tick the comparison if you want one.
4. Add who gets it: up to 10 people. People outside your team are fine, and replies go to you.
5. Click Send a test to me to see the email, then Save.

The first email goes out at the next scheduled time. It never sends a catch-up for times already past.

Caution

Reports set to Just you can’t be emailed. Switch them to Your team first.

Track what was sent

• The Emails tab lists every report you email, when it goes, who gets it and the next send. Use the row menu to Send now, Pause or Stop emailing.
• The Sent tab is the delivery log. If an email didn’t go out, click Send it again or Retry.

If something looks off

• A panel says Nothing to show for these dates yet. Try a longer date range, or check the source behind that area in Manage Data.
• There’s no comparison. There’s no earlier data for that period to compare with.
• Numbers differ from a screen. Check the date range. See Why do my numbers look wrong?

Related

• Dashboard
• Email composer and brand kit
• Ask Plunk