How to schedule custom reports

You will learn

Learn how to schedule a custom report to auto-run at a specific date and time and be notified via email when your results are ready. This way, you can set up your reports to automatically run and pull data for your review.

You can schedule up to 10 reports per user per account. To schedule another report after reaching this limit, cancel an existing report’s schedule.

You need permission to edit custom reports to create or change a schedule. Downloading results requires permission to export custom reports.

Schedule your reports

1. Navigate to the Analytics tab.

2. Choose Custom reports.

3. Choose an existing report or create a new custom report. If you created a new report, click Save & Run Report and wait for it to finish running before scheduling it.

4. Once inside your report, above and to the right of your Results Preview, click Schedule Report.

5. From here, you will be presented with the scheduling wizard to set up details about your report and delivery options.

6. To choose the date that your report will start sending to you, fill in a Start Date or click on the calendar icon to choose a Start Date. By default, the start date will show the following day.

7. Once you have chosen your report’s Start Date to begin delivery, you will then have the options to choose how frequently and at what time you are alerted when your report is ready for download. To do so, select the following dropdowns:

• Delivery Frequency
  Choose Weekly or Monthly. The options show the weekday or day of the month based on your Start Date. The frequency defaults to Weekly.
• Delivery Time
  Choose the hour when you want to receive the notification about your report. The time uses your account’s local time zone and defaults to 9 a.m. If you choose today as the Start Date, only times more than 2 hours ahead are available.

8. Once you have chosen your frequency and delivery time options, click Schedule Report.

When you have scheduled your report, you will see the chosen frequency appear in your Custom Reports overview section under the Scheduled column.

Report email notification

Once you have scheduled your report, you will receive an email notification when your report is ready for download. This notification will be sent at the time and frequency you had previously set up. Scheduled report notifications go to the Klaviyo user who most recently saved the schedule. For security purposes, they cannot be emailed to non-Klaviyo recipients.

1. In this email, click the link here to start your download to be taken to your report. Once you log into your account to retrieve your report, your report should automatically begin downloading for you.

If you do not see your report at first, make sure you are logging into the correct Klaviyo account where you originally created and scheduled this report.

If you did not receive your notification at the time and day you scheduled, we advise you to first check your spam folder. This notification is sent to the email address of the Klaviyo user who most recently saved the report’s schedule.

Editing or canceling scheduled reports

Edit the scheduled time
1. If you want to edit the scheduled report details or completely remove a scheduled report, navigate to the Analytics tab.

2. Click Custom reports.

3. From here, you can either click on the name of the report or open its row actions menu and click Edit Report.

4. Once inside the report, click Edit Schedule to open the scheduling wizard. Choose Weekly or Monthly in Delivery Frequency. To change the day used by the schedule, update Start Date, then check Delivery Time before saving.

5. Once you have updated your frequency and delivery time options, click Schedule Report. Your report will now run and deliver with the latest options you have set up.

Unschedule report completely
You can also choose to completely unschedule or cancel a report from running should you need to.

1. Navigate to Analytics > Custom reports.

2. Click the name of the report to open it.

3. Next to Edit Schedule, click the 3-dot menu (More schedule actions).

4. Click Cancel Schedule to remove the schedule. The report itself remains available.

You can then check to ensure that your report has been successfully unscheduled by navigating to the custom reports overview section under the Scheduled column. Your report should show as “None” in the Scheduled column.

Additional resources