> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://eclincher.crisp.help/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Scheduled Reports # Simplify Your Analytics with Automated Report Delivery Staying on top of your analytics just got a lot easier. Eclincher now lets you create Scheduled Reports in PDF format directly from the Analytics section, so you no longer have to download reports manually. Instead, reports are delivered straight to your inbox on a schedule that works for you. Whether you are sharing performance updates with your leadership team or keeping clients in the loop, Scheduled Reports take the repetitive work off your plate so you can focus on what matters most. This guide walks you through how to set up Scheduled Reports, also referred to as Push Reporting, across different sections of Eclincher Analytics. --- ### How to Create Scheduled Reports You can create scheduled reports from several areas within Eclincher Analytics, including Built-In Reports, Custom Reports, Competitor and Audit Reports, and Inbox Analytics. Here is how each one works. ### A. Scheduling Reports from Built-In Reports || The Built-In Reports section was previously called Analytics Reports. If you need to customize your reports, head to the Custom Reports section instead. **Step 1:** Go to **Analytics Reports** in the left-hand menu of your dashboard. ![Analytics Reports](https://storage.crisp.chat/users/helpdesk/website/-/1/a/4/a/1a4ad23334901a00/analytics-2_acqtce.png) **Step 2:** Select the social media profile you want to generate a report for. ![Select Social Media](https://storage.crisp.chat/users/helpdesk/website/-/1/a/4/a/1a4ad23334901a00/screenshot1_1vaxsiy.png) **Step 3:** Once the report is loaded, click the **Options** button and select **Schedule Report.** ![Options > Scheduled Reports](https://storage.crisp.chat/users/helpdesk/website/-/1/a/4/a/1a4ad23334901a00/analytics-3_1oizbs0.png) **Step 4:** A pop-up window will appear with the following options: * **Report Name.** Enter a name for your scheduled report. * **Add a Note.** Include any internal notes you need. This will not appear on the report itself. * **File Type.** Select the format for your report. Please note that Google Sheets and Google Slides require an active Google Drive profile connected under Manage Accounts and Integrations. * **Time Frame.** Choose the date range the report should cover. * **Scheduled Date and Time.** Set when you want the report to be sent. * **Frequency.** Choose how often the report should be delivered, either one-time, weekly, or monthly. * **Email Address.** Enter the email address where the report should be sent. * **Email Subject and Body (Optional).** Customize the email your recipients will receive. ![Scheduled Reports Options](https://storage.crisp.chat/users/helpdesk/website/-/1/a/4/a/1a4ad23334901a00/analytics-4_1cn5imk.png) **Step 5:** If you want to test the setup before the scheduled date, check the option to **Email report now (click Save to send now).** The report will still continue to be sent on the scheduled dates going forward. --- ### B. Scheduling Reports from Custom Analytics or Competitor and Audit Reports || Please Note: Custom and Competitor Analytics Reports are available on the Premier, Agency, and Advanced legacy plans, as well as the current Professional and Enterprise plans. **Step 1:** In the **Custom Reports** or **Competitor** column, click the **three-dot icon** next to the report you want to schedule and select **Schedule.** ![Schedule Custom / Competitor Analytics Report](https://storage.crisp.chat/users/helpdesk/website/-/1/a/4/a/1a4ad23334901a00/analytics-5_1pxork3.png) **Step 2:** A pop-up window will appear with the same options described in Section A, Step 4 above. **Step 3:** To test the report before the scheduled date, check the option to **Email report now (click Save to send now).** The report will still be sent on its scheduled dates going forward. --- ### C. Scheduling Reports for Inbox Analytics **Step 1:** Access your Inbox Analytics using one of these two methods: * From your **Inbox**, click the **Inbox Analytics** icon. ![Access Inbox Analytics from Inbox Dashboard](https://storage.crisp.chat/users/helpdesk/website/-/1/a/4/a/1a4ad23334901a00/analytics-6_14ls5qc.png) * Alternatively, you can go to Analytics Reports from the left hand menu and select Inbox Report. ![Access Inbox Analytics from Analytics Reports](https://storage.crisp.chat/users/helpdesk/website/-/1/a/4/a/1a4ad23334901a00/analytics-8_1b1uxai.png) **Step 2:** Once you are in the Inbox Performance Report, click the **Options** button and select **Schedule Report.** ![Schedule Inbox Analytics](https://storage.crisp.chat/users/helpdesk/website/-/1/a/4/a/1a4ad23334901a00/analytics-9_1bk3jfx.png) **Step 3:** A pop-up window will appear with the same options described in Section A, Step 4 above. **Step 4:** To test the report before the scheduled date, check the option to **Email report now (click Save to send now).** The report will still be sent on its scheduled dates going forward. --- #### D. Editing or Pausing a Scheduled Report If you need to make changes to an existing scheduled report or temporarily stop it from sending, here is how to do it. **Step 1:** Go to **Scheduled Reports** in the left-hand panel menu. ![Scheduled Reports](https://storage.crisp.chat/users/helpdesk/website/-/1/a/4/a/1a4ad23334901a00/analytics-10_1yh06nz.png) 2. **Step 2:** Click the **three-dot icon** next to the report you want to update and select **Edit.** The same pop-up window used when creating the report will appear, allowing you to update any of the settings. | To pause or disable a scheduled report without deleting it, simply click the **pink toggle** next to the report. You can turn it back on at any time. ![Edit Scheduled Report](https://storage.crisp.chat/users/helpdesk/website/-/1/a/4/a/1a4ad23334901a00/analytics-11_1e1be1z.png) --- Scheduled Reports are one of the most practical ways to keep your team and clients informed without adding extra work to your day. Once set up, Eclincher handles the rest automatically. If you have any questions or run into any issues, our Support Team is always happy to help. Feel free to reach out anytime. Thank you, **The Eclincher Support Team**