How to Schedule Reports and Edit Scheduled Reports

Tired of pulling the same reports over and over? With Scheduled Reports, BuyerBridge sends the right report to the right people—automatically. In a few clicks, you can choose templates, cadence, recipients, and ship clean reporting on a schedule.

How to Schedule a Report

Follow these steps to put reporting on autopilot.

Step 1 — Open Scheduled Reports

Go to Organization → Reports → Report Builder, click Scheduled Reports, then click New Schedule in the upper-right corner.

Step 2 — Name your schedule

Give it a clear name (e.g., “Smith Auto – Monthly Client Pack”).

Pro tip: Add a short description so teammates know what it sends.

Step 3 — Pick your report templates

Open the Report Template and select one or multiple (e.g., Facebook Monthly, 90-Day Sales Report).

Step 4 — Choose your target (Dealer or Group)

• Dealer = sends to a single store.

• Group = sends to a team or multi-rooftop rollup.

Step 5 — Set the frequency, day, and time

Choose Daily, Weekly, Monthly, or Quarterly. Pick any day and the send time (uses your account timezone).

Step 6 — Add recipients

Your login email is added by default. Add or remove teammates and client emails as needed.

Step 7 — Review & Save

• Check the Schedule Summary (name, templates, target, cadence, recipients).
• Click Save Schedule.

You’re done! 🎉

Optional: Pause or edit later

Return to Organization → Reports → Report Builder and click Scheduled Reports. Use the status toggle to pause a schedule, or open the row menu to Edit or Delete it.

What's Next:

• Understanding Omnichannel Advertising Metrics — get clear on KPIs before you build or schedule reports.

• Omnisocial PDF Report Builder Tool — create or customize the report templates you’ll add to a schedule.

• [WATCH] How To View Multi-Account Reports — see cross-account performance once your reporting is standardized.