Schedule or pause an email report

Each report, custom report and dashboard can be emailed to you, your teammates and clients on a regular basis. 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 a custom report, click the three-dot icon and click Create a scheduled report.
   

   

6. Choose the file type: PDF or CSV.
   

   

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

7. Name the scheduled report.
8. Optionally, add a message that will be sent with the report.
   

   

9. In Settings, set the following settings:
   • Format and Orientation: For PDFs. 
   • Hide date range and segment information: The report won’t show data about the applied date range and segment.
   • Hide filter information: The report won’t show data about the applied filter.
   • Choose segment and Compare with another segment.
   • Compare date range to previous period.
   • Available from 16.33.0  Sampling: Set a sample size to calculate this report. Read more
   • Set row limit: You can set the number of rows that 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 won’t be sent after this date. It will be automatically paused.
    • Frequency: You can choose to receive a monthly, weekly, or daily report.
    • Period: In a monthly report, you can choose to have the report show data from the last month or the last 30 days. In a weekly report, you can choose to have the report show data from the last week or the last 7 days.
    • Day of a month or Day of a week: You can choose the delivery date.

    

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

    In reports, you can set:

    • Type: You can choose a report or custom report.
    • Name: On the list, you’ll find all core reports (with sections like Channels: Source / medium) and all custom reports.

    

    Tip: You can add only one source to the scheduled report: report or dashboard. When you want to send a report and dashboard, you need to set separate scheduled reports.

12. Optionally, add more reports to the scheduled report. All of these reports will be combined in one PDF file.
13. In Recipients, add emails of people who you want to send the scheduled report to.
    

    

    Note: From June 5, 2023, reciepients need to have a Piwik PRO user account on your account with at least no access or view permissions to access shared reports.

14. When you’re done, click Save.
15. Your new scheduled report will appear on the list.
    

    

16. After scheduling your email report, you may want to try it out. Click a three-dot icon next to the scheduled report and select: Send to me now or Send to all now.
    

    

    Note: The scheduled report sent on demand will have data only for the available period. For example, a monthly report sent on demand in the middle of the month will have data only for 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. Pick the scheduled report you want to work with.
5. On the right, click the three-dot icon.
6. Click Pause scheduled report.
   

   

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. Pick 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.