Schedule or pause an email report

Each report, custom report and dashboard can be emailed regularly to you, your teammates and your clients. You can choose delivery dates and receive important data straight to your mailbox.

To schedule an email report, follow these steps:

1. Go to Menu > Analytics.
2. Navigate to Settings.
3. On the left, click Scheduled reports.
4. Click Add a scheduled report.

   

5. You can also skip steps 1-4. In a core report or custom report, click the ⋯ three-dot icon and click Create a scheduled report.

   

6. Select file type: PDF or CSV.

   

   Note: Scheduled reports in CSV format are not available for dashboards, funnel reports, user flow reports and attribution reports.

7. Name the scheduled report.
8. (Optional) Add a message that will be sent with the report.

   

9. In Settings, set up the following settings:
   • Format and Orientation (PDFs only)
   • Hide date range and segment information
   • Hide filter information
   • Choose and compare segments
   • Compare date range to previous period
   • Available from 16.33.0  Sampling: Set the sample size to calculate this report. Read more
   • Row limit: Set the number of rows you want to see in the report.
   • Available from 16.0.0 Include notes: Notes are comments you can add to dates in reports.

   

10. In Schedule, select:
    • Expiration date: The report will not be sent beyond this date and will automatically pause.
    • Frequency: Select from monthly, weekly, or daily report delivery options.
    • Period: For monthly reports, choose to display data from the last month or the previous 30 days. For weekly reports, opt for data from the last week or the past 7 days.
    • Day of a month/week: You can pick the specific date for report delivery.

    

11. In Source selection, select a report or dashboard and click Add.

    In reports, you can set:

    • Type: Select either a standard report or a custom report.
    • Name: The list includes all core reports, such as those with sections like Channels: Source / medium, as well as any custom reports.

    

    Tip: You can include only one source in a scheduled report, whether it’s a report or a dashboard. If you want to send both a report and a dashboard, you’ll need to set up separate scheduled reports.

12. (Optional) Include additional reports in the scheduled report, and they will all be merged into a single PDF file.
13. In Recipients, enter the email addresses of the people you want to send the scheduled report to.

    

    Note: Recipients need a Piwik PRO account with at least no access or view permissions to open CSV reports. PDF reports are sent as attachments and don’t need an account.

14. When you’re done, click Save.
15. Everything is set! Your newly scheduled report will now appear on the list.

    

16. (Optional) Once you’ve scheduled your email report, you might want to give it a test run. Just click on the ⋯ three-dot icon next to the scheduled report and choose either Send to me now or Send to all now.

    

    Note: A scheduled report sent on demand will only include data for the available period. For example, if you request a monthly report in the middle of the month, it will contain data for only half of the month.

Pause a scheduled report

To pause a scheduled report, follow these steps:

1. Go to Menu > Analytics.
2. Navigate to Settings.
3. On the left, click Scheduled reports.
4. Select the scheduled report you want to work with.
5. On the right, click the ⋯ three-dot icon.
6. Click Pause scheduled report.

   

7. Done!

Edit, copy or delete a scheduled report

To edit, copy or delete a scheduled report, follow these steps:

1. Go to Menu > Analytics.
2. Navigate to Settings.
3. On the left, click Scheduled reports.
4. Select the scheduled report you want to work with.
5. On the right, click the ⋯ three-dot icon.
6. Click Edit scheduled report, Copy scheduled report or Delete scheduled report.

   

7. All done!