Schedule a report email and verify delivery
Send a saved report to your own staff-account email using the configured service sender.
- An accessible saved report and a ready service sender.
Step-by-step walkthrough
- 01
Open Analytics, select a saved report, and choose Schedule email. A working service-email sender is required before enabling delivery.
- 02
Choose daily or weekly delivery, the delivery time, and an IANA timezone. Confirm the recipient shown is your account email.
- 03
Preview the report where available. Previewing does not send email or change the schedule; check the filters and content before enabling it.
- 04
Enable the schedule and inspect delivery history after a due occurrence. Distinguish queued, sending, provider accepted, failed, cancelled, and unknown outcomes.
- 05
Check your mailbox to confirm arrival. If the outcome is unknown, inspect provider and inbox evidence before arranging another delivery.
A closer look at the interface
These are actual product captures from a fictional demo workspace. Navigation and available controls can differ by role, configuration, or release.
Scheduled report preview
- 1Confirm the recipient is your account email.
- 2Preview the saved filters and relative date range.
- 3Check actual delivery history after the scheduled run.
Expected result
An enabled schedule whose delivery has been checked in history and in the mailbox.
Important details
There are no arbitrary external recipients or group mailing lists in this workflow. Permissions and saved-definition freshness are checked again before delivery.
Provider accepted does not mean inbox delivery. An email already in flight cannot be recalled.
Need help with this workflow? Contact the team and include this guide’s title.