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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

  1. Open the client and go to the Schedule tab.
  2. Select the frequency (daily, weekly, or monthly).
  3. Set the delivery time — the time of day the report email is sent.
  4. For weekly reports, select the day of the week.
  5. For monthly reports, select the day of the month.
  6. Set the schedule status to Active.
  7. 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:

FrequencyReport periodComparison period
DailyYesterdayThe same day the previous week
WeeklyThe 7 days ending yesterdayThe 7 days before that
MonthlyThe previous full calendar monthThe same month the previous year

All period calculations use the client's configured timezone.


Frequency availability by plan

FrequencyStarterProfessionalProfessional Plus
WeeklyYesYesYes
DailyNoYesYes
MonthlyNoYesYes

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.

  1. Setting up a schedule
    1. Report periods
    2. Frequency availability by plan
    3. Multiple schedules
    4. Note on Google Search Console daily reports
    5. Pausing and resuming a schedule
    6. Manual report trigger