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With SMTP verified, you can schedule recurring report emails that include secure links to static dashboard snapshots. Reports arrive on time, every time, with numbers that don’t change.

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What Gets Sent

  • Email subject and message body you configure
  • A secure link to a static dashboard snapshot (generated at send time)
  • Optional custom message for context
schedule-reports-overview

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Workflow: Create a Schedule

  1. Open a dashboard and click “Schedule report”
  2. Name your schedule (e.g., “Weekly Executive Summary”)
  3. Select recipients (add multiple emails, names optional)
  4. Choose the send time and timezone
  5. Set the cadence via cron expression or the visual picker (e.g., every Monday 8am)
  6. Customize subject and message body
  7. Save and activate the schedule
Entry point: schedule-reports-entry Modal: create-schedule-modal Cron picker: cron-picker Recipients: schedule-recipients

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Managing Schedules

  • Toggle active/inactive
  • Edit cadence, recipients, or content
  • View send history and delivery logs
schedules-list email-logs

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Best Practices

  • Keep one schedule per audience to tailor subject/body
  • Prefer static snapshot links for auditability and consistency
  • Use organization email domain for higher deliverability (via SMTP verification)