Scheduling and Sharing Your GoMarble AI Reports

Once your report is complete, GoMarble AI makes it easy to automate delivery and share your findings with stakeholders. This guide covers how to schedule, manage, and share your reports.

Written By GoMarble

Last updated 6 months ago

How to Schedule a Report

Automate your reporting by having reports delivered to any inbox on a recurring basis.

Step 1: Open a Report and Click "Schedule" From any generated report, click the green Schedule button in the top-right corner.

Step 2: Configure the Schedule In the pop-up window, configure the following:

  • Recipients: Enter one or more email addresses.

  • Schedule Type: Choose the frequency (Daily, Weekly, Monthly, or Schedule Once).

  • Date and Time: Set the precise delivery date and time.

Step 3: Save the Schedule Click the final Schedule button to save your configuration.

Managing Your Scheduled Reports

Navigate to the Scheduled Reports tab in the main sidebar to manage all your schedules. From here, you can Pause, Resume, Edit, Delete, or manually Run any scheduled report.

How to Share a Report

You have two primary ways to share a report with others.

Step 1: Open the Share Menu From any report, click the Share button in the top-right corner.

Step 2: Choose Your Sharing Method

  • Export PDF: Select this to download a static PDF version of the report, perfect for archiving or attaching to emails.

  • Copy Link: This copies a unique, public URL to your clipboard. Anyone with this link can view a live, interactive version of the report in their web browser, even without a GoMarble AI account.

Frequently Asked Questions

Can I whitelist reports from GoMarble? Yes. If you find that scheduled reports are being blocked by a spam filter, please contact our support team. We can provide the necessary information to whitelist our delivery systems and ensure reliable report delivery.