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Schedule a Custom Report

Published on: Wed, 19 Apr, 2023 at 12:18 AM | Updated on: Wed, 14 Jan, 2026 at 11:48 PM

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

From the left navigation menu, select [Engage] → Reports → More Reports.
Select Category and filter for Built [Unchecked box].
Hover over the Custom report you want to schedule and select View.
In the top-right corner, select [Schedule].
Set how frequently the report should be sent using the Frequency section.
- Custom reports can be sent Daily, Weekly, or Monthly.
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.
  Note: When opting to schedule a CSV without metadata, the downloaded ZIP file will not have the metadata.json file included.
Pick whether the report should be delivered via Email or Partner FTP.
- Specify if impact.com should still Send if report has no data.
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 article.
Select Schedule.