Report Scheduling
Configure when and how often reports are sent to each client.
Each client has its own report schedule. ReportsMate supports daily, weekly, and monthly frequencies, with delivery at a time you choose in the client's timezone.
Setting up a schedule
- Open the client and go to the Schedule tab.
- Select the frequency (daily, weekly, or monthly).
- Set the delivery time — the time of day the report email is sent.
- For weekly reports, select the day of the week.
- For monthly reports, select the day of the month.
- Set the schedule status to Active.
- Click Save.
ReportsMate will calculate the next run time and display it on the schedule.
Report periods
Each report covers a specific period, determined by the frequency:
| Frequency | Report period | Comparison period |
|---|---|---|
| Daily | Yesterday | The same day the previous week |
| Weekly | The 7 days ending yesterday | The 7 days before that |
| Monthly | The previous full calendar month | The same month the previous year |
All period calculations use the client's configured timezone.
Frequency availability by plan
| Frequency | Starter | Professional | Professional Plus |
|---|---|---|---|
| Weekly | Yes | Yes | Yes |
| Daily | No | Yes | Yes |
| Monthly | No | Yes | Yes |
If you downgrade to Starter, any daily or monthly schedules will be paused. They will resume automatically if you upgrade back.
Multiple schedules
Professional Plus allows multiple active schedules per client — for example, a weekly summary and a monthly detailed report. On Starter and Professional, each client has one active schedule.
Note on Google Search Console daily reports
Google Search Console data has a 2–3 day processing lag. For daily reports, ReportsMate automatically adjusts the query dates back by 3 days so that data is available. The report email will note the adjusted data period. Weekly and monthly reports are not affected.
Pausing and resuming a schedule
To pause a schedule: open the client's Schedule tab and set the status to Paused.
To resume: set it back to Active. ReportsMate will recalculate the next run time from the current date.
Manual report trigger
You can trigger a report outside the schedule at any time using Preview Report on the client detail page. This uses cached data and sends the report immediately to a preview address. It does not affect the schedule.