Automated Report Scheduling

A report schedule is set up once and then delivers itself: pick the report type, the rhythm, the recipients, and the branding, and every cycle produces and emails a fresh PDF. This is the setup guide; the system overview is in Automated Reporting.

Creating a Schedule

In your project's Reports tab, use the schedule action on the report type you want (Position Tracking, Site Audit, Backlinks, or AI Mentions) and fill in:

1. Frequency - Daily, Weekly, Bi-weekly, Monthly, or Quarterly.
2. Send day and time - a weekday for weekly and bi-weekly schedules; monthly and quarterly schedules use a date instead. Daily schedules only need a time.
3. Recipients - the email addresses that receive the PDF.
4. Branding Profile - pick a profile, or leave it on the project's brand so the schedule follows whatever brand the project is assigned.
5. Report options - the same per-type options as on-demand reports: tracking target and competitor inclusion for Position Tracking, date range for period reports, and fresh-crawl settings for Site Audit schedules.

A Note on Site Audit Schedules

Site Audit schedules can crawl the site fresh before each send. Each crawl uses audit credits (5 plus 1 per page). If the crawl fails or credits run short, the report is generated from your most recent completed audit instead, so the send still happens - you'll just want to top up before the next cycle.

Managing Schedules

The scheduled-reports list in the Reports tab shows every schedule with its type, frequency, branding, and a status dot (green active, gray paused):

• Pause / Resume - stop or restart sends without losing the configuration.
• Edit - change recipients, frequency, branding, or options; changes apply from the next run.
• Delete - remove the schedule entirely. Already-generated reports stay in your history.

Schedules that get stuck mid-run are recovered automatically by an hourly safety net - no babysitting required.

Picking a Cadence

Monthly is the standard client rhythm; weekly suits active campaigns where the numbers move fast enough to discuss. Match the report's date range to the frequency (a weekly report covering 30 days re-reports the same data four times). Quarterly works for stakeholders who only want the trend line.

FAQ

Can one project have several schedules?
Yes - for example a weekly Position Tracking report to your team and a monthly branded bundle to the client, each with its own recipients and branding.

Do paused schedules expire?
No. Paused means paused - resume whenever, with the same settings.

Who can receive reports?
Any email addresses you enter; recipients don't need NitroShock accounts.

Related Documentation

• Automated Reporting
• White Label Reports
• Scheduling Regular Audits