Users whose role has Scheduled Report Emails set to Allowed can email up to five charts from any report page they can open, including reports someone else owns. Scheduling doesn't change the report, so it doesn't require Full report permissions.
To schedule a report email
Select the report page, then select the gear icon next to Filters to open Configure Page.
Select Configure Scheduled Email.
Choose up to five charts, and an export type (CSV or XLSX) for each.
Add email recipients.
Choose the frequency, days, and send time.
Select OK.
Time zones
The send time and the report's date ranges use the time zone in the User Preferences of the person who set up the schedule. If that person has no time zone set, the organization's time zone is used, then Pacific time. The footer of each email shows which time zone was used. To keep "today" and "yesterday" accurate, make sure your time zone is set.
Good to know
Each scheduled email uses the charts and filters of the page it was scheduled from, including duplicated pages.
If a chart can't load when the email is sent, it's left out of that email.
Scheduling an email doesn't save any unsaved changes to the report.
The exact time an email is sent can't be guaranteed.
To give a role permission to schedule emails, an Administrator sets Scheduled Report Emails to Allowed in Settings > User Roles. Learn more in Who Can View, Edit, and Schedule Reports.
What's Next?
Learn more about Reporting with our Master Guide below!