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Scheduled Report Delivery vs. Alerts Scheduled report delivery sends a report to your email at a recurring day and time that you configure. Alerts evaluate the results of a query against a specified condition. The report is delivered only if that condition is met.
If setting up an Alert, it’s best to review the Data FAQs guide to understand how often data is updated in the platform.
1
Navigate to the report containing the data table for which you want to configure an alert or scheduled delivery.
2
Do not apply any filters at this time.
3
Locate the target data table, then click the three-dot menu in its upper-right corner.
4
Select Alert or Schedule Delivery
5
Within the Alert or Schedule tab make your selections and click Save
6
Click on the Chart tab to select the file format and apply filters then Save
7
Click Email and enter the email address/addresses you would like the report delivered
8
Click Save
Last modified on May 22, 2026