Scheduled Reports
Any List Report can be scheduled for automatic email delivery. DonorPoint runs the report on the configured schedule and emails the results as an Excel attachment to the specified recipients.
Setting Up a Scheduled Report
- Open the List Report you want to schedule
- Click Subscribe (or Schedule)
- Configure the delivery settings:
| Setting | Description |
|---|---|
| Schedule | Frequency: daily, semi-weekly, weekly, bi-weekly, or monthly |
| Start Date | When the schedule begins |
| Recipients | Email addresses to receive the report |
| Active | Enable or pause the subscription |
- Save — the subscription is created and will run automatically
Managing Subscriptions
All report subscriptions are visible in the Report Subscriptions list view, accessible from the Reporting & Analytics section of the sidebar. From there you can:
- View all active and inactive subscriptions
- Edit the schedule, recipients, or other settings
- Pause a subscription without deleting it
- Delete a subscription
Timing
Scheduled reports run nightly. Reports configured for weekly delivery run on the day of the week matching their start date. The report reflects data as of the time it runs, so a daily report emailed each morning shows the previous day’s full data.
Filters and Columns
The report is delivered with the same columns and filters that were active when the subscription was saved. To change what the scheduled report includes, open the report, adjust the columns and filters, save the view, and update the subscription.