Setting up your first scheduled email report

Scheduled reports automate the process of pulling attribution data and sharing it with stakeholders. Once configured, they run on a set cadence without any manual intervention.

Creating a scheduled report

Go to the Ads Report page in the sidebar and open the Scheduled Reports card. Click New Schedule and give the report a name. Choose a metric category from the four built-in presets — company engagement, campaign performance, pipeline attribution, and creative analytics — or build a custom category using the metric picker, which gives you access to all 26 available metrics. Set your delivery frequency, choose CSV or PDF format, and enter the recipient email addresses.

• You can create up to five active schedules per workspace.
• Custom categories let you pick exactly which metrics are included from the full metric library.
• Reports are sent from a Revenue Proven email address; ask recipients to add it to their safe sender list.
• You can pause or delete any schedule at any time from the Scheduled Reports card.
• Frequency options are daily, weekly (choose day of week), and monthly (choose day of month).

Choosing the right metrics for your audience

For leadership reporting, focus on influenced pipeline, influenced revenue, and cost per influenced opportunity. For campaign optimisation, include impressions, clicks, CTR, and spend broken down by campaign. For creative reviews, add creative-level metrics like cost per lead and lead form completion rate. Tailoring the metric set to the audience makes reports more actionable and easier to act on without context.

Testing before going live

After creating a schedule, send a test delivery from the schedule settings to confirm the format and layout look correct before it goes out to stakeholders. Many teams set up a weekly Friday report so the previous week's data arrives in time for Monday pipeline review meetings.