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

Requirements

You are able to Schedule reports on Growing Business and above plans

Navigation

  • Log into your Reviews.io dashboard

  • Select Analytics >>> Scheduled Reports

Instructions

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

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!

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

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