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This guide sets up a monthly automated report that delivers to your client’s inbox on the 1st of every month. You’ll end with an automation that runs without any manual work month to month.

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Before you start

  • You have a project — report or dashboard — ready to send.
  • You’ve configured email sending from your agency’s domain (optional but recommended).
  • You’ve tested the project’s widgets with live data.

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1. Verify the report is ready to send

1

Open the project

Make sure every widget is configured against the right data source and date range.
2

Use a relative date range

Configure the project’s default date range to something like Last Month or Previous Calendar Month. See Update Project. Relative dates are essential for automations — each monthly fire should pull its own month’s data.
3

Export a test PDF

See PDF Export. Check that the rendered PDF looks clean before automating.

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2. Create the automation

1

Open Automations

From the left sidebar.
2

Click + New Automation

See Add Automation.
3

Pick the project

The report you just validated.
4

Set the schedule

Frequency: Monthly. Day: 1st. Time: a morning hour in the client’s timezone.
5

Set recipients

Add the client contact’s email. You can include multiple recipients — they all receive the same message.
6

Configure the email

Subject: — . Use the default sender from Email Settings or pick a specific one. Write a short intro paragraph for the body.
7

Choose PDF attachment

Attach the report as a PDF so the client has a durable copy.
8

Create

The automation is saved — it fires on the next scheduled run.

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3. Test before going live

Always test:
1

Open the automation

From the Automations list.
2

Click Test Send

See Test Automation. Override the recipient to send to yourself.
3

Check the email

Subject, sender, body copy, and PDF attachment — all should look exactly how the client will see it.

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4. Monitor the first real run

After the first scheduled delivery (on the 1st of next month):
1

Open the automation's Run History

See Run History.
2

Check the status

Delivered — you’re good. Partial — some recipients bounced; check their email addresses. Failed — the render errored; read the message.
3

Check Email Logs

See Email Logs for per-recipient delivery events (opened, clicked, bounced).

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If the client changes their address

Edit the automation, update the recipients list, and save. No need to re-test unless you also changed the sender or subject.

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If you need to pause

Toggle Pause on the automation row. The schedule stops firing until you unpause — no need to delete the automation. See List Automations.