Scheduled Reports Overview #
Scheduled Reports automate the delivery of analytics reports to your email inbox on a recurring schedule. Set it up once and receive insights automatically.
Accessing Scheduled Reports #
Go to DDLS > Scheduled Reports in your WordPress admin.
How Scheduled Reports Work #
- You create a scheduled report by linking a saved report to a delivery schedule
- DMSI Analytics checks for due reports every hour via WP-Cron
- When a report is due, it generates the report data, formats it in your chosen format, and emails it to the recipients
- The next run time is calculated and stored for the following delivery
Key Concepts #
| Concept | Description |
|---|---|
| Report | The underlying saved report (from the Report Library) |
| Schedule | Frequency and timing of delivery (daily, weekly, monthly) |
| Recipients | Email addresses that receive the report |
| Format | File format attached to the email (CSV, Excel, JSON, PDF) |
Scheduled Report vs Manual Export #
| Feature | Scheduled Report | Manual Export |
|---|---|---|
| Triggered by | WP-Cron on a schedule | Admin clicking Export |
| Recipients | Email recipients you configure | Just the current admin user |
| Delivery | Email with attachment | Browser download |
| Automation | Fully automatic | Manual each time |