Scheduling Reports
You’ll often access the same reports in Kissmetrics, and scheduling a report export lets you:
- Which reports can I schedule to export?
- I need to schedule a report, but the “Schedule” button is disabled or not visible.
- When will I receive the scheduled report emails?
- Deleting a Scheduled Report
- Editing a Scheduled Report
- How many reports can I schedule to export?
- How many people can receive a scheduled export?
Which reports can I schedule to export?
Step 1 - Open a report
Open the report you’d like to schedule or create a report from scratch. You can schedule a Funnel Report, People Search, Cohort Report, or Revenue Report.
Step 2 - Run your report
Run your report and ensure that the content of the report is what you want.
Step 3 - Save your report
Step 4 - Schedule your report
On the lower left section of your report, next to the Export button, you will see a new button called Schedule. Click Schedule.
Step 5 - Specify Recipients
In the To field, enter comma-separated email addresses.
The recipient will default to your own email address that you used to login into Kissmetrics. You can enter in up to a total of 10 email addresses.
Step 6 - Create the Subject
Enter a Subject for your scheduled export email. The subject will default to your report name.
Step 7 - Select the Frequency
Select the Frequency you would like to schedule the report to run. You can choose from Daily, Weekly, or Monthly.
Step 8 - Select the Date Range
Select the Date Range for the report data you will receive in the email.
For example, you could receive a daily email containing the last 7 days of data or monthly email containing the last 30 days of data.
Step 9 - Schedule
Click Schedule to confirm scheduling your report.
–
I need to schedule a report, but the “Schedule” button is disabled or not visible.
For new reports you create, you’ll need to save the report before being able to schedule them. This also ensures that you’ll be scheduling the report with the correct settings you want.
Funnel Report
Step 1 - Edit the Funnel Report’s Name
For the Funnel Report, click on Edit Name.
Step 2 - Save the Funnel Report
Click Save.
For the Funnel Report specifically, you’ll need to Select a Property from the segmentation list in order to see the Schedule button.
Cohort Report
For the Cohort Report, click on Save Report.
Revenue Report
For the Revenue Report, click on Save Report.
People Search
For the People Search, click on Save this search.
–
When will I receive the scheduled report emails?
We will run and deliver reports at 8AM in the timezone of your product. The 8AM delivery time and your report’s data will reflect the timezone selected in the Product Settings page.
For example, if the timezone of your product is set to Pacific Standard Time, and you schedule a report to run every week on Wednesday, then the report runs every week at 8AM Pacific Standard Time.
–
Deleting a Scheduled Report
Step 1 - Go to the Reports Dropdown
Hover over the Reports dropdown.
Step 2 - Go to the Scheduled Exports Management Page
Click on Manage Scheduled Exports.
Step 3 - Delete the Scheduled Report
Click on Manage Scheduled Exports.
–
Editing a Scheduled Report
Step 1 - Go to Reports
Hover over the Reports dropdown.
Step 2 - Go to the Scheduled Exports Management Page
Click on Manage Scheduled Exports.
Step 3 - Edit
Click on Edit for the scheduled export you want to edit.
–
How many reports can I schedule to export?
You can schedule an unlimited number of scheduled reports.
Scheduling reports is useful for maintaining different versions of the same report that deliver different date ranges.
For example, you could have 3 scheduled exports for the same Funnel Report. One gets emailed weekly on Mondays for the last 7 days of data, another gets emailed monthly at the end of the month for the last 30 days of data, and the last one gets emailed monthly at the end of the month for the last 90 days of data.
–
How many people can receive a scheduled export?
Up to 10 emails can be subscribed to a scheduled report export.
Need to have more people getting a scheduled report? Email (feedback@kissmetrics.com)(feedback@kissmetrics.com) to let us know.