Scheduling and Sending Report PDFs
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New to Sprout Social? Learn more about how our reporting capabilities fit into our entire social media analytics suite here.
Sprout's reports can be easily exported to PDF as presentation-ready files to share with your stakeholders. Additionally, PDFs can be sent to specific email addresses right from the platform, even if that email address is not associated with a Sprout Social account.
Send PDF
If you have either the Advanced or Professional plan you can send a PDF to up to 25 recipients at a time. This is a one-time export sent directly to the specified emails.
To send a PDF, click the Share button in the upper-right corner of a report and select Send PDF.
Then, enter up to 25 email addresses.
The PDF will be automatically sent to the recipients based on the data and date range you've chosen to include.
Schedule PDF
Only Advanced Plan users can schedule recurring PDF deliveries for reports. Reports can be scheduled to deliver on a weekly or monthly basis.
To schedule the delivery of a PDF, click Share in the upper-right corner of a report and select Schedule PDF delivery.
On the following screen, enter the recipients' email addresses and choose whether or not to enable the option to Send a copy to myself.
Then choose how frequently the PDFs will be delivered, either Weekly or Monthly.
Finally, choose an Export Name to quickly identify it in the Manage Scheduled Delivery screen.
The sending day varies from Monday to Tuesday depending on the day your week is set to start, Sunday or Monday.
After you click Schedule, the PDF report will be delivered to the recipients based on the frequency you chose.
Recipients can be edited at any time via the Manage Scheduled Delivery screen. If a specific report schedule is no longer needed, it's also possible to delete the scheduled delivery from this screen.
Live vs. Snapshot Scheduled Deliveries
If you have Premium Analytics, you have the option to choose between live and snapshot scheduled deliveries for reports in My Reports.
- Live Scheduled Delivery: The report PDF will reflect the most current data as it exists at the time of delivery.
- Snapshot Scheduled Delivery: The report PDF will reflect the report as it was when the scheduled delivery was first set up.
How to Choose Your Delivery Type
When scheduling a new report delivery, you will see options to select:
- Use the live state of the report on the day of delivery
- Use a snapshot of the state of the report as it exists currently
After a report is scheduled, you can adjust this setting in the Manage Scheduled Delivery screen:
- Use the live state of the report on the day of delivery
- Use the snapshot of the report as it existed on [original scheduling date]
- Update to a new snapshot of the report's current state
This eliminates the need to delete and recreate scheduled deliveries when you want them to reflect the most up-to-date report data.
