You can automatically schedule reports in the Report settings. For new reports, you'll be taken straight to the settings page when you click 'Create Report'. For old reports, open it up and hit the 'Edit Settings' button at the bottom.

Scheduling and generating your report

Reports will be generated on the third day of each month to account for conversion lag. You can learn more about conversion lag here.  

You can choose to schedule your report either monthly or bi-monthly.

We use the settings defined in your most recently created report when generating the report. This includes your sender and recipient profiles, report title, theme and slide template.

How do I know my report is ready?

Opteo will send you an alert via email or Slack whenever a new report is generated. To set up Slack alerts, you can check out this help doc.

Note: Opteo will never send a report out automatically. You'll need to look over the report before downloading as a PDF and sending it manually.


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