> ## Documentation Index
> Fetch the complete documentation index at: https://docs.visen.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Scheduled Delivery

> Set up automatic report delivery to clients via email on a daily, weekly, monthly, or custom schedule.

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.

## Schedule a report

<Steps>
  <Step title="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](/reporting/automated-reports) to set one up first.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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
  </Step>

  <Step title="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.
  </Step>

  <Step title="Activate the schedule">
    Click **Activate**. The schedule is now live. The next delivery date and time appear in your Schedules list.
  </Step>
</Steps>

<Warning>
  Double-check all email addresses before activating a schedule. Reports send automatically at the scheduled time — there is no confirmation step before each delivery.
</Warning>

## 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.

## 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](/reporting/white-label), the email and report both display your agency branding.

## 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.

## 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.