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Scheduled Delivery

Email reports on a recurring schedule

Overview

Have a report emailed to your team on a recurring schedule.

Scheduled delivery sends a report to a list of recipients on a repeating cadence, so the numbers land in their inbox without anyone opening the app. Each delivery includes the report as a CSV attachment alongside an HTML summary of the same data, so recipients can read it in the email or open the attachment in a spreadsheet.

Creating a Schedule

Choose the report, the cadence, and who receives it.

1

Open the report

Open the report you want delivered from the gallery, then choose Schedule from its actions.
2

Name the delivery

The Delivery name field labels this schedule so you can tell it apart from other deliveries of the same report. It is prefilled from the report and cadence — edit it to anything you like, such as “Monday pipeline for the sales channel.”
3

Pick a cadence

Choose how often the report is sent. The available cadences are Daily, Weekly · Monday, Weekly · Friday, Monthly · 1st, and Monthly · last day.
4

Add recipients

Enter the email addresses that should receive the report. You can add several recipients; each one gets the same email and attachment.
5

Save the schedule

Save it, and the report is sent automatically at the next matching time. You can pause, edit, or delete a schedule later from the same place.

Delivery Cadences

When each cadence sends.

FieldDescriptionDefault
DailySent once every day.—
Weekly · MondaySent once a week, at the start of the week.—
Weekly · FridaySent once a week, at the end of the work week.—
Monthly · 1stSent on the first day of each month.—
Monthly · last daySent on the last day of each month.—
When deliveries go out
A report is sent once on each cadence's delivery day: every day for Daily, every Monday or Friday for the weekly cadences, and the 1st or last day of the month for the monthly ones. The delivery job runs several times a day at fixed UTC times, so a due report is picked up at the next run and goes out once that day. The schedule is the same for every organization; there is no per-hour or per-timezone send window in this version.

What Gets Delivered

A CSV attachment plus an HTML summary.

Every delivery contains two views of the same report: a CSV attachment with the full data for spreadsheets, and an HTML summary in the body of the email so recipients can skim the result without downloading anything. The data reflects the report's saved filters as of the moment it is sent.

How Recipients Unsubscribe

Anyone on the list can opt out for their own address.

Every scheduled report email carries a one-click unsubscribe option, so recipients who do not have a Laureo account can still stop the mail themselves. They open the report email and use the Unsubscribe control their email app shows for this kind of message; confirming it stops that address from receiving further scheduled report emails from your workspace — no sign-in required.

Opting out is per address
Unsubscribing removes only the one address that clicked it, and only from this workspace's scheduled report emails. Everyone else on the list keeps receiving the report, and the schedule itself keeps running. To stop a delivery for the whole list, pause or delete the schedule instead.

The Delivered Notification

Know when a report has gone out.

When a scheduled report is sent, you receive an in-app notification confirming the delivery. Each schedule also records when it was last sent, so you can see at a glance that it is running on time and when the most recent send happened.

Pausing a Schedule

Stop deliveries without deleting the schedule.

Open the Scheduled tab of the reports library to pause or resume any delivery. A paused schedule sends nothing until you resume it, and the report it points to no longer shows the Scheduled tag in the library — that tag marks live deliveries only, so a paused report reads as Shared or Private again. Resuming the schedule brings both the tag and the deliveries back.

Permission and Plan

Who can schedule reports.

  • Plan — Scheduled delivery is available on Business and up, alongside the advanced reporting capabilities.
  • Permission — You need the Export Reports permission to create or manage a schedule, since a schedule sends report data out of the app.
Same gate as exporting
Sending a report on a schedule is a form of export, so it is governed by the same Export Reports permission. If your role can export a report by hand, it can schedule that report; if it cannot, the Schedule action is not available.
After a plan change
If your workspace moves below Business, paused schedules and edits to an inactive schedule remain available. Those edits do not send anything while the schedule is paused. Resuming a schedule or changing the recipients, report, or cadence of an active delivery requires Business or higher. You can still pause or delete an existing schedule.

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