---
title: Scheduling a Report
description: When customizing a default report , or creating a custom report from scratch, you can schedule the report to be automatically generated and sent via email.
---

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# Scheduling a Report

When [customizing a default report](https://support.clearimpact.com/en/2023-customizing-a-default-report?hsLang=en), or creating a [custom report from scratch](https://support.clearimpact.com/en/2023-creating-a-custom-report?hsLang=en), you can schedule the report to be automatically generated and sent via email.

Find the report to schedule and open it for editing. Below the filtering options is the **Choose Schedule** section. Enable **Schedule Report**, and choose the frequency and times. In this example, the report will be generated each month on the 1st and 15th at 5:00 PM.

![](https://support.clearimpact.com/hs-fs/hubfs/Screenshot%202025-11-07%20at%202-44-24%E2%80%AFPM-png.png?width=511&height=323&name=Screenshot%202025-11-07%20at%202-44-24%E2%80%AFPM-png.png)

 

In the **Email to** field, enter comma-separated emails for report recipients. To the right, choose the report format. Note that a report cannot be auto-generated unless it has a recipient.

![](https://support.clearimpact.com/hs-fs/hubfs/Screenshot%202025-11-07%20at%202-44-42%E2%80%AFPM-png.png?width=569&height=191&name=Screenshot%202025-11-07%20at%202-44-42%E2%80%AFPM-png.png)

 

If the report scheduling is to start or end on a specific date, enter those below the email addresses.

![](https://support.clearimpact.com/hs-fs/hubfs/Screenshot%202025-11-07%20at%202-45-01%E2%80%AFPM-png.png?width=573&height=233&name=Screenshot%202025-11-07%20at%202-45-01%E2%80%AFPM-png.png)

 

To save scheduling settings, click **Save Report**.

![](https://support.clearimpact.com/hs-fs/hubfs/Screenshot%202025-11-07%20at%202-45-21%E2%80%AFPM-png.png?width=587&height=210&name=Screenshot%202025-11-07%20at%202-45-21%E2%80%AFPM-png.png)

 

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