Explorate’s Report Builder & Scheduler is a feature that allows you to build and schedule custom reports—your way, on your time.

Getting Started

To access the builder:

Go to the dropdown in the top navigation bar.
Select

You’ll land on your Reports Library, where all your saved reports will be listed.

💡 New here? You’ll start with an empty library. Head to the Report Builder to create your first custom report.

💡 Already have reports? Keep reading to learn how to set up a schedule to have them emailed straight to your inbox—no need to log in or check manually each time.

Scheduling a Report: Step-by-Step

This video provides a summary of the main steps outlined below.

To begin, click the button in the top right corne. This will open the scheduler form, where you can configure your report schedule by completing each section.

Then start filling out the schedule details section by section.

Details

Report: Select a pre-existing report from the dropdown menu.
Report Tags: This field is automatically populated based on the report selected. It displays the tags previously linked to the report. This field is not editable.
Schedule Name: Assign a name to your schedule. This helps identify it in your schedule library.
Schedule Tags: Optionally, add a shortened version of the schedule name or relevant keywords to make it easier to find later.

Receivers

Send To: Select recipients from the list of users in your company profile. At least one user must be selected to create a schedule, but you may include multiple recipients.

Frequency

Interval Type: Choose how often the report should be sent. Available options include daily, weekly, monthly, or annually.
Timing: Based on the selected interval, specify the preferred timing—such as the day, date, and time for report delivery.
Timezone: If your recipients are in different timezones and timing is important, adjust the timezone to ensure accurate delivery.
Starting & Ending: Set the date when the schedule should begin, and define when the schedule should stop (reports will no .ger be sent after this date).