Scheduled Reports

This feature is only available to administrators using SmarterTrack Enterprise.

Scheduled Reports streamline reporting by automating the generation and delivery of key business data on a recurring basis. Instead of manually creating reports, users can schedule customized outputs, delivered daily, weekly, or monthly, to their inboxes or designated recipients in formats like PDF or Excel. This ensures consistent access to up-to-date insights, saves valuable time, and empowers businesses to track performance, uncover trends, and address issues proactively.

Clicking on this area displays any Custom Reports that have been scheduled to be sent daily, weekly or monthly. If a report has been set up to send daily, it's also possible to pause the sending of that report by simply disabling it. This prevents you from having to delete the schedule and then create it at a later time once you're ready to start sending it again. It's also possible to send a Custom Report outside its standard schedule with the Send Now button.

Creating Scheduled Reports

Scheduled Email Reports allow you to automatically send a previously created custom report to one or more recipients on a recurring basis.

note: You must have at least one custom report available before creating a schedule. If no custom reports exist, create one first.

Follow these steps to create a scheduled report:

In the Scheduled Email Reports page, click Add.
In the Custom Report field, select the custom report you want to schedule.
Choose the Frequency for sending the report:

Disabled – disables the scheduled report.
Daily – sends the report every day.
Weekly – sends the report once a week.
Monthly – sends the report once a month.

Enter the recipient’s address in the Addresses field. (Optional) Enter additional recipients in the CC Addresses field.
Add a Subject line for the report.
Select the Email Format:

HTML + Plain Text – sends the report with a pre-styled structure.
Plain Text Only – sends the report in plain text with no formatting.

Choose the Culture setting to determine how dates, numbers, and currency will be displayed. Selecting Invariant Language applies a neutral display for all formatting.
Type a Message that will appear in the body of the email.
Click Save.

After saving, you’ll be redirected to the Scheduled Email Reports main page. Here you’ll see a list of scheduled reports, including their subject lines, recipients, and the next scheduled send date. You can also send a report immediately by clicking Send Now.