Generate and schedule reports
Create downloadable reports and find the output of scheduled runs.
How to use it
Create a report
Choose New Report and select the report options offered in the form.
Set scope and format
Review the reporting period, campaign or workspace scope, and PDF or CSV output.
Choose timing
Generate it now or configure a schedule where offered.
Download the result
Return to Reports and open the completed output. Check its period, freshness and provenance notes before sharing.
What to know
Scheduled output
Scheduled runs appear on the Reports page to download. A saved schedule is not evidence that a run has already completed.
Read the export notes
Sample-data and stale-data notices matter. Keep those notices with the report so readers understand what the numbers represent.
If something does not work
If a report is missing, inspect its status and schedule. Check the selected period and available source data before generating another copy.