Schedule Recurring Delivery of Report PDFs Through Sprout

Sprout users can now schedule recurring delivery of report PDFs directly through the Sprout platform to any email address. This enables users to quickly and easily schedule reports to share with colleagues or clients, even if the recipient does not have a Sprout license.

  1. HOW-TO:
  2. From Reports, select the report you wish to share.
  3. Use the date range and profile picker to create the report.
  4. Click Export.
  5. Select Schedule Delivery.
  6. Add email address(es) and choose a recurrence option.
  7. Click Save.

Manage or Delete Scheduled Emails in Scheduled Delivery Settings

Sprout users can edit the recipient list or delete scheduled report emails from the Scheduled Delivery settings screen. This settings screen enables users to quickly view of list of scheduled reports and change the recipients or delete an unneeded delivery.

  1. HOW-TO:
  2. From the Exports dropdown of the report choose Manage Scheduled Delivery or click the Settings gear icon.
  3. To edit the recipient list, click the pencil icon.
  4. To delete a scheduled report, click the trash can.