workflow · Reports & analytics
Schedule a recurring report
Email a report on cron.
5 min to completereport, scheduleUpdated 2026-05-26 · v2
Launch this workflow
Opens /reports in your workspace
Why use this
You schedule a recurring report to email itself to recipients on a cadence.
Benefits:
- Replaces manual exports each week
- Set recipients once, runs forever
- Pick from existing report templates
Who this is for: Owner, Member. Time to complete: ~5 minutes.
Outcome
A report delivered on cadence.
Steps
- Open /reports.
- Pick template.
- Set cadence + recipients.
- Save.
Related
- help-reports.