Listrak allows you to schedule the delivery of reports to your inbox. The scheduled report can be created on any page that contains the blue Schedule Export icon in the top right-hand corner of any analytics page. To schedule the export:

1. Click on the Schedule Export icon.

2. The date range for the report will be based on the original date range that you have selected for the report.

3. You will be prompted to select the format in which you'd like your report to be delivered.
4. Select the Export Format.
5. Click Next.
6. Change the Description of the scheduled report as needed.
7. Update the Filename to be downloaded as needed.
8. Choose a time frame in which to receive the reports by setting a Start Date and an End Date.
9. Choose how often you'd like to receive the report by selecting a Schedule.

NOTE: Weekly reports run every Monday morning; monthly reports run on the 1st of the month regardless of the start date.

10. Click Next.
11. Select everyone you'd like to send the report to.
12. Choose whether or not to have the report sent to you as an email attachment. If you do not choose to attach the file to the email, you will be provided with a link to click on to download the report when you receive your email.
13. Click Finish.

VIEW YOUR SCHEDULE REPORTS

To see the report you just scheduled:

  1. Navigate from the home menu to Analytics.
  2. Go to Scheduled Analytics.

 

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