# 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 ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media) **\[Engage]** → **Reports → More Reports**.
2. Select **Category** and filter for **Built** ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-b5e1740618ed6571d97b8fed7c25a7678f85d375%2F299632fb6f4f91fbf9847471754cc6180e4284a65b4960af4c4ea472a159f552.svg?alt=media) **\[Unchecked box]**.
3. Hover over the *Custom* report you want to schedule and select **View**.
4. In the top-right corner, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-20b2988bdc1f8a97da2944a414cd37208d6827a3%2Fb90978d4ad1499f25650dc65b2602f870a0db03c6b9b1a5b49af856b768d2cbe.svg?alt=media) **\[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](https://app.gitbook.com/s/b2rE79d9UhOKZQLgzSqx/what-would-you-like-to-learn-about/platform-features/reporting-for-partners/report-management/schedule-a-report-as-a-partner) article.
9. Select **Schedule**.
