Sharing important data with your team just got easier! Tripleseat’s Scheduled Send feature allows you to automatically distribute reports on a recurring schedule, helping your team stay informed without the hassle of manual sharing.

With the latest update, Scheduled Send now supports flexible custom recurrence patterns, including custom intervals, specific weekdays, monthly rules, and yearly schedules. 

Follow these steps to schedule a report:

1. Navigate to Reports

• Start by selecting Reports from the left-hand menu.

2. Choose a Report

• Create a new report or open an existing saved report.
• Note: if your report isn’t saved yet, be sure to Save it first.

3. Set Up the Scheduled Send

• Click the Scheduled Send icon to access scheduling options.

  

4. Configure the Schedule

• Customize when and how often the report should be sent.

First Send Date

• Choose the future date and time for the initial send.

Repeats

• Select how often the report should be delivered:
  • One Time
  • Daily
  • Weekly
  • Monthly

  • Custom

    

5. Use Custom Recurrence Options (Optional)

• Selecting Custom gives you additional flexibility for scheduling reports.

Custom Days

• Send reports every set number of days, weeks, months, or years.
  • Examples:
    • Every 3 days
    • Every 2 weeks
    • Every 6 months

Custom Weekly Schedules

• Choose specific weekdays for the report to send.
  • Examples:
    • Every Monday and Wednesday
    • Every weekday

Custom Monthly Schedules

• Choose how the report repeats each month:
  • Examples:
    • The 15th day of every month (this will reflect the date of the "First Send" date)
    • First weekday of the month
    • Last weekday of the month

Custom Yearly Schedules

• Schedule reports annually or every few years.
  • Examples:
    • Every year on January 1st
    • Every 2 years on March 31st

6. Schedule End Options

Choose when the schedule should stop:

• Never
• On a specific date
• After a set number of occurrences (this option is only available for "Custom" Repeats)

7. Customize the Email

• Edit the email subject line and message body.
• By default, the email subject will automatically populate using the saved report name, but it can still be customized.
• Each scheduled email will include:
  • A direct link to the report in Tripleseat
  • A downloadable CSV version of the report
    
    

7. Add Recipients

• Enter the names of Tripleseat users or discussion groups who should receive the report.
• By default, you will be included as a recipient, but you can remove yourself if needed.

8. Click “Schedule”

• Select Schedule to finalize the scheduled send.

What Happens Next?

Once scheduled, recipients will receive an email with:
✔ A direct link to view the report in Tripleseat.
✔ An option to download the report as a CSV file for further analysis.

For security reasons, reports can only be sent to Tripleseat users. If a recipient does not have reporting access, they may see a limited version of the report in Tripleseat, but they will still be able to download the full CSV file.

Additional Resources:

Crash Course: Sharing & Schedule Send Reports

Video: Creating Scheduled Reports