How to create a scheduled report
You can create a recurring report on a weekly, monthly, quarterly or annual basis from the Scheduled Reports section of your Report Hub.
Reports -> Report Hub -> Scheduled Reports
Note: If you're an MSP, first select the customer account you want to schedule the report for, using the account selector in the top right of the Report Hub.
Click + Add to open the Add Scheduled Report window.
You'll need to:
Give the report a name
Choose which type of report: Performance Report, Breach Report, or one of your Excel reports
Choose the frequency (weekly, monthly, quarterly, or annual)
Ensure that the Enabled toggle is turned on
Enter each recipient's email address and click + Add (any email address added here will be emailed each report when it is generated)
Click Add to finish creating your scheduled report.
Note: Monthly, quarterly and annual reports are sent at 7:00am UTC on the 1st of the month. Weekly reports are sent at 7:30am UTC every Monday.
Scheduled Excel reports
When a scheduled Excel report is generated, each recipient receives an email with a link to download the report. You can edit, delete, view, download or send a scheduled Excel report in the same way as any other scheduled report.
Tip: To share scheduled reports with a team, add a shared mailbox as a recipient. Find out how to direct reports to a shared mailbox.