The Scheduled Reporting feature allows you to create custom reports for data from your Activity, Summary and Suppressions pages. The automated reports will be emailed to the designated addresses at the chosen frequency (daily, weekly or monthly). This feature is available on any paid plan.
How to create a scheduled report
To get started, navigate to the "Reports > Data Exports" section of the dashboard and go to the "Scheduled Reports" tab.
To add a new report, click the "Add scheduled report" button on the right side of the page, set the report requirements and then click "Save".
How to edit an existing scheduled report
To edit an existing report, click on the specific report's name and the settings will be displayed.
Page Source: Choose the page the data for the report will be from (Activity, Summary or Suppressions).
Name: Set a friendly display name for the report.
Events to include: (shows when Activity or Suppressions is selected): Select the page events to be included in the report.
Subaccounts and users: Choose the specific users the report data will be generated from. You can include users from subaccounts.
Recipients: Choose the recipient address(es) for the report. The address(es) will need to be existing team members and a maximum of 3 recipients can be selected.
Frequency: Choose to receive the report either Daily, Weekly or Monthly.
Data Format: Choose the report data format with the option of CSV, XML and NDJSON.
Additional details
The maximum number of scheduled reports per account is 5.
The reports are generated around 00:30 UTC and sent daily, weekly on Monday, or monthly on the 1st of the month
The email will be delivered from ticket@smtp2go.com with a button to download the report:
If you wish to delete a scheduled report, use the "X" button on the right side of the page.
If you have questions regarding Scheduled Reporting or other parts of our service, please reach out to our award-winning support team for assistance via email ticket, live chat or phone.