# Schedule a Custom Report

The following steps will guide you through scheduling a custom report for a specific date or regular intervals:

1. From the left navigation menu, select ![](/files/CDnwOBeIdds9r3Z6zTnO) **\[Engage]** → **Reports → More Reports**.
2. Select **Category** and filter for **Built** ![](/files/pJsLBrBDVoHbzf2iiL1a) **\[Unchecked box]**.
3. Hover over the *Custom* report you want to schedule and select **View**.
4. In the top-right corner, select ![](/files/C8XZevTRJS7Ter5wQxrx) **\[Schedule]**.
5. Set how frequently the report should be sent using the *Frequency* section.
   * Custom reports can be sent **Daily, Weekly**, or **Monthly**.
6. Select what **Format** in which the report should be sent.
   * Custom reports can be sent as a PDF, CSV *with* Meta Data, or CSV *without* Meta Data.

     <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p><strong>Note:</strong> When opting to schedule a CSV without metadata, the downloaded ZIP file will not have the <code>metadata.json</code> file included.</p></div>
7. Pick whether the report should be delivered via **Email** or **Partner FTP**.
   * Specify if impact.com should still **Send if report has no data**.
8. Enter the requested information for the delivery method you selected in Step 5.
   * Learn more about delivery types from the Delivery method reference section of the [Scheduled Reports](/partner/what-would-you-like-to-learn-about/platform-features/reporting-for-partners/report-management/schedule-a-report-as-a-partner.md) article.
9. Select **Schedule**.


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