Overview
This feature allows you to automate the reporting process; you simply save the report you want to schedule and fill in a few details for the report to reach you. Once finished, it will be emailed directly to you and any other member of your team at the time that you have specified.
What is the Scheduled Report Tool?
The Scheduled Report tool removes the need to manually pull and share reports by automating the entire process.
You select one or more saved reports, define the frequency and recipients, and Trackier handles the rest sending the reports directly to the specified email addresses at the configured time.
Why Use Scheduled Reports?
Eliminate the need to manually run and share reports on a recurring basis
Keep your team, advertisers, or stakeholders automatically updated on campaign performance
Schedule reports for multiple recipients without setting up separate workflows
Combine multiple saved reports into a single scheduled delivery
Pause and resume scheduled reports without deleting them
Before You Begin
Scheduled Reports work with saved reports — reports you have already configured and saved in Trackier. Before setting up a schedule, make sure the reports you want to automate have been saved. Refer to the Saving Reports for Faster Data Access guide if you need help saving a report first.
How to Set Up a Scheduled Report
Step 1: Access the Scheduled Reports Section
In your Trackier panel, go to Reports from the left navigation panel
Select Schedule Report
In the top right corner, click Actions → Add Reports to Schedule
Step 2: Fill in the Schedule Details
Configure the following fields for your scheduled report:
Field | Description |
Report Name | Enter a name to identify this scheduled report. This is how it will appear in your list of scheduled reports |
Status | Set to Active to enable the schedule, or Paused to save it without activating delivery |
Frequency | Choose how often the report should be sent — Daily, Weekly, or Monthly. For weekly reports, you can select specific days (e.g., every Monday and Friday) |
Select Reports | Choose one or more saved reports to include in this scheduled delivery. Multiple reports can be bundled into a single email |
Notify Users | Select the Trackier users on your panel who should receive the report |
Additional Users | Enter email addresses for recipients outside your Trackier panel — such as advertisers, external stakeholders, or team members without a panel login |
Managing Scheduled Reports
All your scheduled reports are listed on the Schedule Report page. From here you can:
Edit a scheduled report to update its frequency, recipients, or selected reports
Pause a schedule to temporarily stop delivery without deleting it
Delete a scheduled report that is no longer needed
Once scheduled, you can manage the reports by editing the details or deleting them.
Conclusion
Scheduled Reports turn your most important Trackier reports into automated, recurring deliveries — saving you time and ensuring the right people always have the performance data they need without any manual effort.
By combining multiple saved reports into a single schedule and controlling delivery frequency and recipients, you can build a reporting workflow that runs itself.
We're thrilled to have put together a top-notch team of qualified experts who are available to handle any of your concerns and respond to any inquiries you may have. You can contact us at any time by sending an email to support@trackier.com or using the in-platform chat feature.
