Scheduling allows you to send automated reports to your clients, for example, monthly, weekly, or even daily. Setting up a schedule consists of three steps:

To start creating a schedule, click the Schedule Report button in the draft report:

You can enter the report and click on the schedule option, or from the Reporting page, click on the upper tab. The schedules have some additional settings that you might want to explore. You can check this article: How to Manage Your Scheduled Reports in the Schedule Overview Page

There's a page where you can check whether the schedules have been sent out or if there were errors. You can also check whether your clients opened the attachment.

There are a few reasons why your reports may not have been sent out. The most common cause is an error within the report, such as a widget or failing KPI. This can cause the scheduled send to fail, resulting in no reports being sent out.

Another possible cause is that no data was to be included in the report. If no data is to be pulled, the report will not be sent out.

If there's a loading issue or another type of error, you will see it on the send log page. The first step is to check the report for errors and ensure that all data is being pulled correctly.

At the moment, we don't have a way to rerun the schedule from inside the app, so please contact support (via chat or at support@swydo.com). The team will rerun the reports for you.

Do you need help after reading this article?
Please explore our help center further or contact our support team through the bubble chat or at support@swydo.com. You can also schedule a demo to get an answer to all your questions.

Happy reporting,

The Swydo team