---
title: How to schedule a report?
description: Effortlessly schedule dashboard reports ensuring timely insights delivered to your team's inbox.
---

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# How to schedule a report?

## Effortlessly schedule dashboard reports ensuring timely insights delivered to your team's inbox.

Users can now **schedule dashboard reports** to be sent by email at designated times. Reports will link to a public dashboard or include a PowerPoint attachment so anyone with the link can access it without needing a CARMA login.

To schedule a report, click on the **Actions** icon at the top right of the dashboard, select **Schedule Report**, then click **Create Schedule Report**.

![](https://help.carma.com/hs-fs/hubfs/image-png-Mar-08-2024-04-35-48-3477-PM.png?width=143&height=247&name=image-png-Mar-08-2024-04-35-48-3477-PM.png)![](https://help.carma.com/hs-fs/hubfs/image-png-Mar-08-2024-04-36-31-1555-PM.png?width=138&height=217&name=image-png-Mar-08-2024-04-36-31-1555-PM.png)

From here you can customize the report:

 

**Name:** The name of your report internally.

**Subject:** This will appear on the subject of the report email.

**Mailing list:** Select your mailing list. Alternatively, leave the mailing list section blank and insert emails manually in the emails section below.

**Emails:** Insert the recipients you want to receive the report. 

**Delivery Times:** Select the time and frequency you wish for your report to be sent.

**Logo:** Add your logo or keep it as the CARMA default.

**Report Text:** This will appear in the body of the email alongside the report.

**Attach PowerPoint:** Included the report as a PowerPoint attachment.

 

Once you are happy with your report settings go ahead a click **Save & Close**.

Congratulations! Your report is now set up.

---

### How to edit or delete a scheduled report?

To edit or delete a scheduled report, click on the **Actions** icon at the top right of the dashboard, select **Schedule Report**, then click **View Schedule Report**.

From here you can edit, delete, or archive a report.

 

 

 

 

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