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:
- Go to Menu > Analytics.
- Navigate to Settings.
- On the left, click Scheduled reports.
- Click Add a scheduled report.
- 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.
- 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.
- Name the scheduled report.
- Optionally, add a message that will be sent with the report.
- 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.
- 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.
- 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.
- Optionally, add more reports to the scheduled report. All of these reports will be combined in one PDF file.
- 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
orview
permissions to access shared reports. - When you’re done, click Save.
- Your new scheduled report will appear on the list.
- 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:
- Go to Menu > Analytics.
- Navigate to Settings.
- On the left, click Scheduled reports.
- Pick the scheduled report you want to work with.
- On the right, click the three-dot icon.
- Click Pause scheduled report.
Edit, copy or delete a scheduled report
To edit, copy or delete a scheduled report, follow these steps:
- Go to Menu > Analytics.
- Navigate to Settings.
- On the left, click Scheduled reports.
- Pick the scheduled report you want to work with.
- On the right, click the three-dot icon.
- Click Edit scheduled report, Copy scheduled report, or Delete scheduled report.