Scheduling Automated Reports in Publlish
Set up recurring social media reports in Publlish that are generated and emailed to your team or clients automatically — weekly or monthly, as PDF and CSV, with white-label branding.
Stop rebuilding the same report every month. Scheduled reports are generated and delivered automatically — to your team, your boss or your clients — on the schedule you choose.
Go to Analytics → Reports → Scheduled to manage them.
How to Schedule a Report
- Go to Analytics → Reports → Scheduled and click + Schedule New (or choose Recurring as the report type in the Report Builder)
- In Setup & Branding, name the report, choose your comparison, output format and branding
- In Channels & Metrics, pick the channels and metrics to include
- In Deliver, add recipients' email addresses and choose the frequency
- Click ✦ Generate & Save Report
What Each Scheduled Report Shows
- Next delivery — the date and time the next report will be sent
- Frequency — for example, Monthly (1st of month) or Weekly (Monday). Each report includes a rolling date range that matches the frequency — a monthly 30-day report always shows the latest 30 days.
- Format — for example, PDF, or PDF + CSV
- Channels — all channels or a selection (for example, Instagram only)
- White-label — whether your branding is applied
- Recipients — who receives it
Managing Scheduled Reports
- Edit — change recipients, channels, metrics, format, frequency or branding
- Send Now — send the latest version immediately, without waiting for the next scheduled date
Example Schedules
| Use case | Frequency | Format | Channels |
|---|---|---|---|
| Monthly client report | Monthly, 1st of month | PDF + CSV | All channels, white-label |
| Weekly team check-in | Weekly, Monday | Single channel or all | |
| Executive summary | Monthly or quarterly | PDF / Slides | Overview metrics only |
Frequently Asked Questions
What date range does a scheduled report cover? Scheduled reports use a rolling date range that matches the frequency you choose. For example, a monthly report set to 30 days is delivered every month with the most recent rolling 30 days of data; a weekly report covers the most recent 7 days.
Can recipients be outside my Publlish account? Yes. Recipients can be anyone with an email address — they don't need a Publlish login.
Can I send a scheduled report early? Yes. Click Send Now.
Will I know if clients open the report? Yes, if view tracking is on. Opens are recorded in the Delivery Log.