Infinity3 Help Centre

Send a regular reporting summary to the people who need it, without preparing a fresh export each time.

Before you start

You’ll need access to Custom Reports and a saved report. Agree the recipients, reporting period and delivery frequency with your team.

Set up delivery

1. Open Reporting → Custom Reports and select your report.
2. Review its content and save it.
3. Select Schedule.
4. Set the frequency, delivery time and reporting date range.
5. Review Widget-Level Date Settings: enabling this retains individual widget periods and comparisons.
6. Check the sender, subject and recipient email addresses.
7. Send a test email to yourself and inspect it.
8. Select Save and Schedule when ready.

Check the test

Make sure the period and figures are useful for the recipient. An email is a snapshot; later report changes do not update messages already sent.

Recipients can receive custom reports without an Infinity3 login. Check addresses carefully before including customer or business information.

Things to know

• Email and PDF tables show only the first 100 records and do not offer chart drill-downs.
• Browser, account and connected advertising-service timezones can differ.
• Dashboard sharing links require authentication; they are different from scheduled custom reports.

If delivery fails, check the saved schedule, recipient address and spam folder. Contact Infinity3 with the report name and expected delivery time.