Scheduled reports
Rather than running the same report by hand, subscribe to a schedule and have it generated and delivered automatically on the cadence you choose — daily, weekly, or monthly. This keeps stakeholders informed without manual effort.
Adding custom recipients
By default, a scheduled report is only emailed to the administrator who set up the schedule. To also send it to people who don't have an account on the platform — an external stakeholder, an auditor, a shared team inbox — select Add custom recipients next to the schedule and enter their email addresses. Press Enter, comma, or semicolon after each one; each becomes a tag that you can remove with its ×. An address that isn't valid is flagged in red and isn't added, and the dialog stays open the first time you try to close it so you can fix it.
Custom recipients get the same report as the administrator, on the same schedule, and each email includes:
- A link to download the report.
- An unsubscribe link that removes only that recipient from the schedule — it doesn't affect the administrator or any other recipient.
The administrator's own unsubscribe link works differently: it turns the schedule off entirely, and no one — including any custom recipients — will receive further reports until it's turned back on.
Custom recipients are a way to keep an external auditor, or shared inbox informed without giving them a login on the platform.