Scheduling Custom Reports

Automate your monthly reporting by scheduling draft or final reports in Digits. Save time, stay consistent, and make sure your reports go out on schedule—without manual prep.

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How to Schedule Reports

1. Go to Reports from the left navigation.

2. Click the dropdown next to New Report (top right).

3. Click Schedule Reports.

1. Choose whether you want to schedule for:

• A specific recipient, or

• Globally across multiple recipients (Global schedules apply to all business accounts associated with your Digits account, unless overridden.)

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Scheduling Options

Option	What it Does	Timing Deatails
Auto-Create Draft	Automatically creates a draft report at the start of each month for you to review and edit.	Draft is created on the 1st of each month.
Auto-Publish Draft	Creates a draft report for review.	Delivered at 9 AM CST on the selected date.
Auto-Publish Final	Sends the finalized report automatically.	Delivered at 9 AM CST on the selected date.

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Frequently Asked Questions

Can I still edit reports after they’re auto-created?

Absolutely. Auto-created drafts behave the same as manually created drafts—you can edit, customize, and publish them anytime.

Can I stop scheduling later?

Yes—just return to the Schedule Reports page and toggle off any option.

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Need help? Contact us at [email protected]