---
title: Schedule email reports in Infinity3
description: "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…"
url: "https://www.infinity3.co.uk/help/schedule-email-reports-in-infinity3/"
updated: "2026-10-09"
category: "Infinity3 Platform / Reporting & Dashboards"
---

# Schedule email reports in Infinity3

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.