Scheduling emails the report on the date and time you choose, repeating at the frequency you set. For each delivery, Relator updates the numbers for the period that just closed, asks RelatorAI for new text and, if you want, waits for your approval before sending.
Before you start
A plan with scheduled reports: Pro, Scale or Enterprise. During the free trial the feature is also available. On Starter the panel shows Unlock scheduling.
Permission to edit the report (agency member, or Admin or Editor on the client). Read-only users see Only report editors can schedule deliveries.
The email addresses of the recipients (up to 20 per schedule).
A finished report: the delivery uses the document as it is at sending time.
Step by step
1
Step 1
Open the Automation panel
Open the report in the editor and click Automation in the right-hand bar. In read mode, the Schedule delivery button opens the same form.
2
Step 2
Choose frequency, day and time
Fill in the cadence grid. The top of the panel shows, live, the Report period of the next delivery, the Comparison and the Next delivery with weekday, date and time.
Frequency: Daily, Weekly, Every two weeks, Every three weeks, Monthly, Every two months, Quarterly or Yearly.
Delivery day: hidden for daily; a weekday for the weekly ones; day 1 to 28 for the monthly ones; month and day for yearly.
Time: in 30-minute steps.
Time zone: search by city or time zone. The default is the client's time zone.
Illustrative screen
Korra/Monthly report — September
Ask RelatorAIPT
Monthly report — September
OverviewMeta Ads
SpendR$ 12,480.00
Conversions342
AutomationWhen the report goes out, what period it covers and who receives it. You choose whether to review it first.
Report period
Sep 5 – Oct 4
Comparison
Previous period of the same length
Next delivery
Mon, Oct 5, 9:00 AM
1
FrequencyMonthly
2
Delivery dayDay 5
Time9:00 AM
Time zoneAmerica/Sao_Paulo (GMT-3)
3
1Preview of the next delivery, calculated from what's in the form.
2The frequency sets the length of each delivery period.
3The time applies in this time zone.
3
Step 3
Decide on review
Under Review, choose:
I want to review before sending (default): the report is generated at the scheduled time and waits for your approval. An unreviewed report is not sent.
Send without my review: the report goes straight to the recipients at the scheduled time.
4
Step 4
Decide what to do with data issues
Under Data issues, which applies to deliveries without review:
Don't send until I review the issues (default): if one of the report's sources failed, is stale or has no data for the period, the delivery is held for you.
Send even with issues: the report goes out on time, with the affected blocks flagged.
5
Step 5
Choose notifications and period
Under Notifications and period, check what makes sense:
Notify me when the report is delivered: you get a notice once every recipient has received it.
Disable period switching: people opening the link can't change the report dates.
Always use the period …: every delivery repeats the document period instead of moving forward with the date. Only appears when the document has a set period.
6
Step 6
Add the recipients
Under Recipients (By email), type an address and click Add. You can paste a list separated by commas, semicolons or line breaks. Anything that isn't an email stays in the field with the Not an email warning.
Illustrative screen
Korra/Monthly report — September
Ask RelatorAIPT
Monthly report — September
Spend trend
Automation
Recipients
By emailmarketing@korra.com.brboard@korra.com.br
1
name@company.comana@farol.ag
2
1Each email becomes a chip. Click the chip's X to remove it.
2Schedule delivery saves the schedule.
7
Step 7
Save
Click Schedule delivery. The app confirms with Delivery scheduled. If something is missing, the footer shows the error: Add at least one recipient., Use at most 20 recipients. or Pick a valid time.
What period each delivery covers
Each delivery covers the period that ended the day before the delivery, as long as the frequency. The comparison is always the previous period of the same length.
Daily
Example delivery
Tuesday, Oct 6
Period covered
Monday, Oct 5
Weekly
Example delivery
Monday, Oct 5
Period covered
Sep 28 to Oct 4 (7 days)
Every two weeks
Example delivery
Monday, Oct 5
Period covered
Sep 21 to Oct 4 (14 days)
Every three weeks
Example delivery
Monday, Oct 5
Period covered
Sep 14 to Oct 4 (21 days)
Monthly
Example delivery
Oct 5
Period covered
Sep 5 to Oct 4
Every two months
Example delivery
Oct 5
Period covered
Aug 5 to Oct 4
Quarterly
Example delivery
Oct 5
Period covered
Jul 5 to Oct 4
Yearly
Example delivery
Oct 5
Period covered
Oct 5 of the previous year to Oct 4
Frequency
Example delivery
Period covered
Daily
Tuesday, Oct 6
Monday, Oct 5
Weekly
Monday, Oct 5
Sep 28 to Oct 4 (7 days)
Every two weeks
Monday, Oct 5
Sep 21 to Oct 4 (14 days)
Every three weeks
Monday, Oct 5
Sep 14 to Oct 4 (21 days)
Monthly
Oct 5
Sep 5 to Oct 4
Every two months
Oct 5
Aug 5 to Oct 4
Quarterly
Oct 5
Jul 5 to Oct 4
Yearly
Oct 5
Oct 5 of the previous year to Oct 4
What the client receives
An email with the subject "Client name — Report title" and an Open report button.
The button opens the public link of that delivery's report, with the visible tabs. No login needed.
The email text is in the report's language.
Pause, edit and delete
With a saved schedule, the Schedule picker at the top of the panel switches between them. New schedule starts another one (for example, a weekly one for the team and a monthly one for the board).
Change whatever you need and click Save changes.
Pause stops deliveries: the panel warns This schedule is paused: nothing goes out until you resume it. Click Resume to restart.
Delete asks for confirmation. Upcoming deliveries stop going out; reports already sent stay available.
Common problems
Unlock scheduling
Cause
The plan doesn't include scheduled reports.
Fix
Upgrade. Existing schedules stay visible and can be deleted.
Delivery stuck on Awaiting approval
Cause
Review is on or there was a data issue.
Fix
Open it from Home and approve or discard.
The client didn't receive it
Cause
Mistyped email, spam filter or delivery not approved.
Monthly report — SeptemberOverviewMeta AdsSpendR$ 12,480.00Conversions342AutomationWhen the report goes out, what period it covers and who receives it. You choose whether to review it first.