In your Reports tab, choose the report you want to schedule and navigate to Actions. Choose the Schedule option.
- 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 uses 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.
- Enter a subject line for the report email.
- You can also add a Custom Message to the email.
- 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.