improved
new
Get your reports by email on a schedule
If you run the same report every month for billing or record-keeping, you can now set it up once and have Page Vault email it to you automatically.
What's new
- Schedule any report from Basic Reports or Cost Recovery to send weekly, monthly, quarterly, or yearly
- Send to yourself, your teammates, or people without a Page Vault login, like your billing or finance team
- Each email includes the report as a CSV attachment, so it's ready to file, forward, or import
- Send a test email first to check the report before the first scheduled send
- See every scheduled export for your account in one place, and pause, resume, edit, or cancel the ones you've created
No more monthly report reminders
Many teams told us they log in on the first of every month to pull the same report and send it on to billing. Scheduled exports removes that step. The report arrives on your cadence, with the same data you'd get from a manual export.
How to try it
Go to Reports, run the report you want, and click
Schedule exports
next to Export. Your current report type and filters carry into the schedule. Choose a frequency and recipients, then click Schedule exports
.Find all your scheduled exports on the new
Scheduled
tab.Good to know
- Available to everyone with access to Reports. Cost Recovery reports can be scheduled by anyone with Cost Recovery access.
- Emails send at 14:00 UTC.
- Every email includes an unsubscribe link for each recipient.
Learn more in our help article.