Export reports and schedule PDF deliveries
3 min read·Updated May 8, 2026
Send automated PDF reports to clients and stakeholders on a schedule.
Step by step
- 1Open the Reports tab and choose a template.
- 2Pick the metrics and date range to include.
- 3Schedule delivery (weekly or monthly) to email recipients.
- 4Export a one-off PDF anytime with Download.
Tip: changes sync across your whole workspace instantly, your team sees them in real time, no refresh needed.
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