⏰Scheduling Reports

You are able to schedule email sends of any report to you or anyone else in your team on a regular basis.

How do I schedule my first report?

1. Navigate to the individual report you would like to schedule an email send for

2. Click on the clock (⏰) icon on the top right

3. Click on "New Schedule"

4. Enter a name (existing Drivepoint user) or an email address (non-existent Drivepoint user) to whom you would schedule the email send to.

   💡You can enter as many as you want

5. Determine the frequency of the email (Daily/weekly/monthly)

6. Select the day(s) of when you would like to receive the scheduled report

7. Determine the time of when you would like to receive the scheduled report

8. Select the file type (CSV/pdf)

9. Click "Schedule report"

10. Congrats - you scheduled your first report🎉

What are some good examples of email schedules I should set?

• Weekly LTV by First-Order Segment (via "LTV by Dimension" in the Cohort Analysis Bundle)

• Monthly Operating Income (via "Profit and Loss Statement" in the Finance Core Bundle)

• Daily Sales by SKU (via "Sales by Product" in the DTC Sales bundle)

How do I view all of my report schedules?

1. Navigate to any individual report

2. Click on the clock (⏰) icon on the top right

3. Click on "Other Reports"

4. View, edit or delete all of your existing report schedules

Sometimes there might be fresher raw data that is not stored in the data warehouse yet which might delay reports that you set to schedule on a daily basis. To see the most recent raw data available in your Data Warehouse, navigate to the Data Source screen on the left sidebar.