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Save your report and dashboard views, then schedule them for automatic delivery on a recurring cadence.
Invoca is migrating Dashboards and Reports to the newer Insights & Analytics experience. See Insights & Analytics: Getting Started Guide to check out the new experience.
Saving and scheduling lets you revisit useful report configurations, share insights with other users in your organization, and deliver updated data automatically on a regular cadence.

Saving and scheduling a report

  1. Configure a report’s filters, date range, columns, sorting, and pagination the way you want.
  2. Click Save, enter a name, and click Save again.
  3. Click the Star button for faster access later, from the Starred Items menu.
Access saved reports anytime under Reports > My Reports. Large reports (over 2,000 rows) may take time to process — check the Requested Reports tab for anything still in progress. Before scheduling a report, make sure it uses a relative date range (Yesterday, This Month, and so on) rather than a fixed range, so it doesn’t send the same data every time. Steps:
  1. Under My Reports, select a saved report and click Create Schedule.
  2. In the To field, enter recipients — Invoca users or external guest email addresses. Check Also send to any new users added to Invoca to include future users automatically.
  3. Enter a subject line and optional message body.
  4. Choose a file format (CSV or Excel) and whether to include the report as an attachment (required for guest recipients).
  5. Choose a Daily, Weekly, or Monthly frequency and which day to send it. Scheduled reports send at 3 a.m. Pacific Time.
Each saved report can only have one schedule — to send the same view on a second schedule, duplicate the saved report first.

Saving and scheduling a dashboard

  1. Click Dashboards in the sidebar, then Manage Dashboards, and select the dashboard to schedule.
  2. Set up the dashboard’s data views the way you want them — remember dashboards refresh with current data on each delivery, so set date ranges accordingly.
  3. Click the clock icon in the dashboard header to open the scheduler:
    • Recipients — any email address, including non-Invoca users. Check Send dashboard PDF to users added in the future to include every subsequently added user automatically.
    • Frequency — Daily, Weekly, or Monthly.
    • Schedule — day of week or month; dashboards deliver at 3 a.m. Pacific Time.
    • Email Options — customize the subject line and add a message body.
  4. Click Save.

FAQ

Who can schedule reports and dashboards? Any user can schedule a report to themselves. Manager and Super User-level users can also schedule deliveries to other users or guests. Only the creator of a scheduled report can edit or delete it. Do Filtered Reporting users receive filtered versions? Yes — each Filtered Reporting user receives a version limited to the value they’re mapped to. For example, five region-mapped users scheduled the same report will each receive only their own region’s data. What’s the attachment size limit? Reports over 20MB can’t be attached to email; a download link is still included for recipients with an Invoca account.

Editing a saved or scheduled report

Open the report from My Reports, make your changes, and click Save — this overwrites the previous view and applies to future scheduled deliveries. To change just the schedule, use Actions > Edit Schedule, or Unschedule to stop delivery entirely.

Sharing a saved report

Copy and send the report’s URL to any other user with the appropriate access — no scheduled delivery needed. Recipients only see data and columns their own permissions already allow.
Last modified on September 30, 2026