Scheduled Reporting: Setup Guide
Automate report delivery with scheduled reporting. Learn how to set up and manage automated report distribution.
Automated Report Scheduling
Scheduled reports ensure stakeholders receive insights consistently without manual effort. Set it up once and let it run.
Planning Your Schedule
Determine report frequency based on data volatility and stakeholder needs. Common schedules: daily, weekly, monthly, quarterly.
Report Types to Schedule
Performance summaries, KPI dashboards, campaign reports, executive briefings, and client updates.
Scheduling Tools
Use Google Analytics scheduled emails, Data Studio scheduled delivery, or third-party reporting platforms.
Distribution Methods
Email delivery, shared drive uploads, dashboard links, or API integrations.
Recipient Management
Maintain distribution lists, respect preferences, and provide opt-out options.
Quality Assurance
Test scheduled reports before deployment, monitor delivery success, and verify data accuracy regularly.
Maintenance Tasks
- Review and update report content
- Manage recipient lists
- Monitor delivery failures
- Gather feedback and iterate