Run your reports exactly when you need them! Every report form now has a
Schedule
button next to Create.What's new:
- One-time scheduling— run any report at a future date and time, in your timezone
- Recurring reports— repeat daily, weekly, monthly or yearly, perfect for a weekly gift card usage summary or a monthly balance snapshot
- Rolling date ranges— each recurring run automatically covers the most recent period, not the original dates
- Email delivery— combine with the email option to receive the CSV after every run
- Full control— upcoming runs appear on the Reports page with a Scheduled badge, where you can edit the schedule or cancel the recurrence
Recurring schedules are also available for the
Autogenerate
and Discount Codes Bulk Create
bulk operations — for example, generate a fresh batch of gift cards every month.Read more in our documentation.