Scheduling sends a report to the right people on a regular cadence, so you never have to remember to share it by hand. Set it once and SimpleKPI delivers it for you.

Set a schedule

  1. Open the report in the builder.
  2. Click Schedule in the top action bar.
  3. Pick a cadence: Daily, Weekly or Monthly.
  4. Choose the time it sends. For Weekly, also pick the day of the week; for Monthly, the day of the month.
  5. Add recipients from the list, then click Save.

Setting a cadence flips the report's status to Scheduled and works out the next send date for you. Leave the cadence on None to keep the report as a draft and stop it sending.

Who can receive it

Recipients are active users in your account, chosen from a searchable list. There's no free-text email box. If someone is later deactivated, they're simply skipped on the next send, so nobody outside your account ever receives a report.

The send time follows your account's timezone, shown next to the time picker, so "09:00" means 9am for your team, wherever the servers are. Day of month is capped at 28 so short months never skip a send.