Advanced Report subscribers are able to schedule reports to be delivered directly to an email inbox. This article covers the management and creation of subscriptions.
Managing Subscriptions
You can visit the "Subscriptions" page from the Reports & Analytics folder on the left side menu of MarketTime:
You are able to manage you scheduled reports and their report timings. Active Report Subscriptions will be delivered during all active run times. You can pause individual runs by expanding the Timings button and clicking the "Pause" button, as shown below:
Clicking the edit button will allow you to adjust the Schedule Name, Timings, Email Recipients, and the Report's Dynamic Date Range (Scheduled Presets will inherit the Date Range of the preset), as shown below:
Creating new Report Subscriptions
You can create a new Report Subscription by visiting the Sales Analysis page, or any compatible Advanced Report. Please note that as of 09/29/2026, reports that do not have a Date Range cannot have a subscription or preset created for them. This will be made available in a future update. When you are on a report that can be scheduled, click the "Schedule Report" button at the bottom of your screen.
Enter a Name, Dynamic Date Range, and select a Date Range format. Then, select the timing(s) that the report should be delivered on. You can choose for a daily, weekly, monthly, or yearly delivery cadence. Choose the relevant time that your report should be delivered. You can add more than one delivery timing for the same report by choosing the "Add Time" button, as shown below:
Once you have configured your timing, you will want to setup the subscriptions recipient settings. You can add primary, CC, and BCC recipients. When you have typed an email address, press enter to finish that address, and you are able to add multiple emails in the same field.
Once all information has been entered, click the "Schedule Report" button to save your changes.