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Scheduled delivery automates the entire reporting workflow. Once you configure a schedule, Visen.io generates the report and sends it to your chosen recipients automatically — no manual steps required.

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Schedule a report

1

Select a report template

In the left sidebar, click Reports, then open the Schedules tab. Click New Schedule. Choose the saved report view you want to deliver. If you haven’t created a view yet, see Automated Reports to set one up first.
2

Add recipient email addresses

Enter one or more recipient email addresses. You can add multiple addresses separated by commas. Each address receives its own copy of the report.
3

Choose the delivery frequency

Select how often the report should send:
  • Daily — every day at your chosen time
  • Weekly — a specific day of the week
  • Monthly — a specific date each month (for example, the 1st or last business day)
  • Custom — define your own delivery cadence
4

Set the delivery time

Choose the time of day for delivery and your time zone. Reports generate a few minutes before the scheduled send time so they’re ready on delivery.
5

Activate the schedule

Click Activate. The schedule is now live. The next delivery date and time appear in your Schedules list.
Double-check all email addresses before activating a schedule. Reports send automatically at the scheduled time — there is no confirmation step before each delivery.

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Manage existing schedules

All active and paused schedules appear in Reports > Schedules. From this list you can:
  • Edit — update recipients, frequency, time, or the report template
  • Pause — temporarily stop deliveries without deleting the schedule
  • Resume — reactivate a paused schedule
  • Delete — permanently remove a schedule
To edit a schedule, click the schedule name, make your changes, and click Save. Changes take effect on the next scheduled delivery.

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How clients receive reports

Clients receive an email with your report attached or linked, depending on your export format setting:
  • PDF or HTML attachment — the file is attached directly to the email
  • Link — the email contains a download link to the generated report (useful for large files)
If you’ve configured white-label branding, the email and report both display your agency branding.

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Client portals (Enterprise)

On the Enterprise plan, you can give clients access to a branded client portal — a persistent, always-on view of their reports. Instead of waiting for an email, clients log in to the portal and see all their delivered reports in one place. To enable a client portal:
  1. Go to Settings > Client Portals.
  2. Click New Portal and enter the client’s name and email domain.
  3. Apply a white-label template to brand the portal for that client.
  4. Send the client their portal login link.
Reports delivered on a schedule are automatically added to the client’s portal as they generate.

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Track report opens

Visen.io records when recipients open emailed reports and when they access reports via the client portal. View open timestamps and engagement rates in Reports > Delivery History. Use this data to confirm clients are reviewing reports and to identify the best delivery times for your audience.
Last modified on April 6, 2026