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Scheduled Reporting

Learn how to get sent Scheduled Reports from your Dashboard!

Andrew Garcorz avatar
Written by Andrew Garcorz
Updated over a week ago

A quick guide on how to set-up a Scheduled Report!

Requirements

⭐️ This is available on Professional and above plans

Navigation πŸ“

  • Log into your REVIEWS.io dashboard

  • Select Settings >>> Scheduled Reports


Instructions βš™οΈ

Once in the page, select 'Create New Report'

From here you can set up the title of your Report, the frequency you would like it to be generated and who you would like this to be sent to πŸ‘‡

Then you will need to select the date range you were looking to export from

Then from here you can tailor your report to your liking including and excluding all the information you would like!

The Scheduled reports support Company, Product and Third Party Reviews.

Once everything was set up to your liking all you need to do is hit 'Schedule Report and Run'

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