Scheduled Reports

Scheduled reports send recurring analytics summaries to selected recipients. Use them for weekly campaign reviews, monthly customer updates, or internal performance snapshots.

What a scheduled report includes

• Workspace and report name.
• Reporting period and generation time.
• QR scan summary and trend data available to your plan.
• Optional PDF attachment when report delivery is configured for your workspace.

Creating a schedule

1. Open Settings -> Reports.
2. Choose the report cadence, recipients, and report range.
3. Save the schedule.
4. Review the next scheduled run time and delivery status after the first send.

Scheduled report cadence is evaluated in UTC. Displayed timestamps can follow your workspace display preference, but the underlying schedule remains UTC-based.

Recipient guidance

• Use work email addresses for recipients who are allowed to see workspace analytics.
• Keep recipient lists short and remove people who no longer need access.
• Do not send reports containing customer or campaign-sensitive data to public distribution lists.

Delivery troubleshooting

• No email arrived: check spam filtering, recipient spelling, and whether email delivery is enabled for the workspace.
• Report has less data than expected: confirm the report date range and the plan's analytics retention window.
• Repeated delivery failures: contact support with the workspace name, report name, and approximate run time.

Compliance note

Scheduled reports are operational emails. They should go only to people with a legitimate need to receive the analytics. If a recipient should stop receiving reports, remove them from the schedule or contact support.