--- title: How to Create Scheduled Reports description:   --- [Skip to content](https://help.gosolo.io/how-to-create-scheduled-reports#main-content) [![Solo Black-1](https://help.gosolo.io/hubfs/Solo%20Black-1.svg)](https://help.gosolo.io/?hsLang=en) - [Solo Help Center](https://help.gosolo.io/) Open main navigation Close main navigation - [Solo Help Center](https://help.gosolo.io/) - [Go to Solo](https://phx.gosolo.io/) [Go to Solo](https://phx.gosolo.io/) How can we help? - There are no suggestions because the search field is empty. 1. [Solo Help Center](https://help.gosolo.io/?hsLang=en) 2. [General Owner Settings](https://help.gosolo.io/general-owner-settings?hsLang=en) October 9, 2025 # How to Create Scheduled Reports   Learn more about pulling **one-time** reports [HERE](https://help.gosolo.io/how-to-pull-immediate-reports?hsLang=en).    1. Navigate to the left side of your Solo platform and select "Company." Then select “Scheduled Reports”. .![Sidebar\_ScheduledReports\_GIF](https://help.gosolo.io/hs-fs/hubfs/Sidebar_ScheduledReports_GIF.gif?width=257&height=579&name=Sidebar_ScheduledReports_GIF.gif) 2. At the top, select the company you’d like the schedule report to pull for:![ScheduledReports\_ChooseCompany](https://help.gosolo.io/hs-fs/hubfs/ScheduledReports_ChooseCompany.png?width=484&height=387&name=ScheduledReports_ChooseCompany.png) 3. In the “Select Report” section, choose what information you’d like to include in the scheduled report.![ScheduledReports\_ChooseReport\_GIF](https://help.gosolo.io/hs-fs/hubfs/ScheduledReports_ChooseReport_GIF.gif?width=670&height=300&name=ScheduledReports_ChooseReport_GIF.gif) 4. Select the frequency at which you’d like the recipient(s) to receive the report. You are able to select more than one:![Screenshot 2025-01-06 at 4.47.53 PM](https://help.gosolo.io/hs-fs/hubfs/Screenshot%202025-01-06%20at%204.47.53%20PM.png?width=631&height=256&name=Screenshot%202025-01-06%20at%204.47.53%20PM.png) 5. For each frequency (weekly, daily, or monthly) select the date range you’d like the report to cover. 1. For example, in the image below a report on the previous week’s proposals will be sent weekly.![Screenshot 2025-01-06 at 4.52.49 PM](https://help.gosolo.io/hs-fs/hubfs/Screenshot%202025-01-06%20at%204.52.49%20PM.png?width=626&height=234&name=Screenshot%202025-01-06%20at%204.52.49%20PM.png) 6. Add one or more recipients for this report by typing the email address and clicking “Add Email to Recipients List” for each recipient.![ScheduledReports\_AddRecipient\_GIF](https://help.gosolo.io/hs-fs/hubfs/ScheduledReports_AddRecipient_GIF.gif?width=670&height=312&name=ScheduledReports_AddRecipient_GIF.gif) 7. Click “Create”. 8. Recipients will receive an email from scheduledreports@gosolo.io on the selected cadence. All existing scheduled reports will be listed at the bottom, with the option to edit settings or run the report and send it now. ![ScheduledReports\_ExistingReports](https://help.gosolo.io/hs-fs/hubfs/ScheduledReports_ExistingReports.png?width=670&height=375&name=ScheduledReports_ExistingReports.png)   --- ### Watch How to Schedule Reports undefined undefined   - [Getting Started with Solo](https://help.gosolo.io/getting-started-with-solo?hsLang=en) - [Users & Permissions](https://help.gosolo.io/users-permissions?hsLang=en#main-content) - [Your Account](https://help.gosolo.io/users-permissions?hsLang=en#your-account) - [Managing Users](https://help.gosolo.io/users-permissions?hsLang=en#managing-users) - [User Permissions](https://help.gosolo.io/users-permissions?hsLang=en#user-permissions) - [Customer Management](https://help.gosolo.io/customer-management?hsLang=en) - [Solo Studio](https://help.gosolo.io/solo-studio?hsLang=en#main-content) - [DirectDesign](https://help.gosolo.io/solo-studio?hsLang=en#directdesign) - 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