In your Campaign Reports, choose the report you want to schedule and navigate to Actions. Choose the Schedule from the dropdown.
- Set your report frequency to daily, weekly, or monthly.
- You can choose to receive “month-to-date” metrics.
- If you select a weekly frequency, select which day of the week you want to receive the report.
Note: All reporting and scheduling use UTC.
Recipients and messaging
- You can select any users on your AdRoll profile to receive reports.
- Add more users to your account so that they can receive scheduled reports by going to Additional Users.
- Click Save to schedule your report.
Scheduled report emails
- Your scheduled reports will be emailed to recipients on your selected cadence.
- Simply click the link in the email to download your report.
Unschedule or change the frequency of report emails
- You can view all your scheduled reports in the Scheduled Reports tab
- Select a report to see its settings; frequency and mailing list
- Update these settings and schedule the report again or select to unschedule it.