Scheduled Exports
Automatically deliver reports to stakeholders' inboxes on a regular schedule.
How It Works
Scheduled exports automatically generate and email your reports or dashboards as PDF attachments or inline images. Set it once, and recipients receive fresh data without any manual effort.
Plan requirement: Scheduled exports are available on Pro (5 schedules) and Business (50 schedules) plans.
Creating a Schedule
- Open the report or dashboard you want to schedule
- Click Share → Schedule Export
- Configure the schedule:
- Recipients (email addresses)
- Frequency (daily, weekly, monthly)
- Time and timezone
- Export format
- Customize the email (subject, message)
- Click "Create Schedule"
Frequency Options
Daily
Choose specific days (weekdays only, every day, etc.) and time of delivery.
Weekly
Select which day of the week and time. Good for weekly status reports.
Monthly
Choose a specific date (1st, 15th, last day) and time. Perfect for monthly reviews.
Custom
Advanced cron-style scheduling for specific intervals (Business plan).
Export Formats
PDF Attachment
The report/dashboard is rendered as a PDF and attached to the email. Recipients can save, print, or share the file.
Best for: Formal reports, archiving, printing
Inline Image
Charts and tables appear directly in the email body as images. No attachment to open.
Best for: Quick glance reports, mobile readers
Excel/CSV Attachment
Raw data from the report attached as an Excel or CSV file. Useful for recipients who want to do their own analysis.
Best for: Data analysts, detailed review
Link Only
Email contains a link to view the live report in DATIRA. No attachment, always shows current data.
Best for: Interactive exploration, larger dashboards
Email Customization
Personalize the email that recipients receive:
- Subject line — Custom subject or use report name
- Message body — Add context, instructions, or commentary
- Reply-to address — Where replies should go
- Include date in subject — Automatically adds the report date
Example email:
Subject: Weekly Sales Report - Jan 15, 2025
Hi team,
Attached is this week's sales performance report. Key highlights: Q4 revenue up 15% YoY!
Reply with questions.
— Sarah
Managing Schedules
View and manage all your scheduled exports:
- Go to Account → Scheduled Exports
- See all active schedules with their settings
- Click a schedule to:
- Edit settings (recipients, frequency, format)
- Pause or resume the schedule
- Send a test email now
- View delivery history
- Delete the schedule
Delivery History
Track the status of each scheduled delivery:
| Status | Meaning |
|---|---|
| Delivered | Email successfully sent |
| Pending | Scheduled, not yet sent |
| Failed | Delivery failed (check email addresses) |
| Skipped | No data available or schedule paused |
Conditional Delivery
Only send when conditions are met (Business plan):
- Data changed — Only send if the data has updated since last delivery
- Threshold met — Only send if a metric exceeds/falls below a value
- Has data — Skip if the report would be empty
Example: "Send daily sales report only if daily revenue exceeds $10,000"
Troubleshooting
Emails not arriving?
- Check spam/junk folders
- Verify recipient email addresses
- Add noreply@datira.io to your allowlist
- Check delivery history for error messages
PDF rendering issues?
- Very wide tables may be truncated — consider splitting reports
- Complex charts may take longer to render — increase timeout in settings
- Check if the report has errors when opened manually