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

# Report Scheduling and Export

> Schedule automatic report delivery by email and export report data as CSV or Excel from the HoopAI Platform.

HoopAI lets you schedule reports for automatic email delivery and export data for offline analysis. This page covers how to configure scheduled delivery for Custom Reports and how to export data across all report types.

<Frame caption="Report overview dashboard with export and scheduling options">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/RY-PY460O4z04XVQ/images/reporting-appointment-dashboard.png?fit=max&auto=format&n=RY-PY460O4z04XVQ&q=85&s=ff0e797a6ff34ca4009ce06a85fa0503" alt="Report scheduling and export overview" width="1596" height="808" data-path="images/reporting-appointment-dashboard.png" />
</Frame>

## Exporting report data

Most reports in HoopAI include an export option. The data is downloaded as an Excel (.xlsx) or CSV file depending on the report type.

### Export by report type

<AccordionGroup>
  <Accordion title="Call reporting export">
    In **Reporting → Call Reporting**, click **Download Call Reporting Data** at the top of the call data table. All call records matching your current filters are exported to an Excel file.
  </Accordion>

  <Accordion title="Appointment report export">
    In **Reporting → Appointment Report**, click the **Export** button above the data table. All appointments matching your active filters are downloaded as an Excel file.
  </Accordion>

  <Accordion title="Custom reports export">
    Open any saved Custom Report and click **Export**. You can export as CSV or Excel. The export respects any active filters and date ranges applied to the report.
  </Accordion>

  <Accordion title="Agent reporting export">
    Agent reporting does not have a built-in export button. To export agent data, build a Custom Report with opportunities or conversations as the data source, filter by user, and export from there.
  </Accordion>

  <Accordion title="Ads reporting export">
    Google Ads and Facebook Ads data tables can be exported using the export options within those tabs. For full attribution data, use the Attribution Report export function.
  </Accordion>
</AccordionGroup>

***

## Scheduling report delivery

Custom Reports support scheduled email delivery so your team receives reports automatically without logging in.

### Setting up a scheduled report

<Steps>
  <Step title="Open a saved custom report">
    Navigate to **Reporting → Custom Reports** and open the report you want to schedule.
  </Step>

  <Step title="Click Schedule">
    Click the **Schedule** button in the report toolbar.
  </Step>

  <Step title="Set the delivery frequency">
    Choose how often the report should be sent:

    * **Daily** — delivered every day at the configured time
    * **Weekly** — delivered on a specific day of the week
    * **Monthly** — delivered on a specific date each month
  </Step>

  <Step title="Add recipients">
    Enter the email addresses of everyone who should receive the report. Recipients do not need a HoopAI account to receive scheduled reports.
  </Step>

  <Step title="Save the schedule">
    Confirm your settings and save. The report will be delivered automatically on the configured schedule.
  </Step>
</Steps>

<Frame caption="Report scheduling configuration with frequency and recipient settings">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/gXoPCTyIfhhraa-C/images/reporting-filter-options.png?fit=max&auto=format&n=gXoPCTyIfhhraa-C&q=85&s=de2b7dbec3af9ca8352840a7fe97b6b0" alt="Scheduled report delivery settings" width="1881" height="528" data-path="images/reporting-filter-options.png" />
</Frame>

<Note>
  Scheduled reports are sent as email attachments in Excel or PDF format depending on your configuration. Ensure the recipient email addresses are accurate before saving the schedule.
</Note>

***

## Managing scheduled reports

To edit or delete an existing schedule, open the Custom Report and click **Schedule** to view current delivery settings. You can:

* Change the frequency or delivery day
* Add or remove recipients
* Pause or delete the schedule entirely

***

## Tips for effective report scheduling

<AccordionGroup>
  <Accordion title="Weekly team performance reports">
    Schedule a weekly Agent Reporting-style Custom Report to be delivered every Monday morning. Include columns for calls made, opportunities won, and revenue generated so the team starts the week with the previous week's results.
  </Accordion>

  <Accordion title="Monthly pipeline health reports">
    Schedule a monthly pipeline opportunities report for your sales manager. Filter by open opportunities, include stage and value columns, and send on the first of each month.
  </Accordion>

  <Accordion title="Campaign performance summaries">
    After launching a marketing campaign, schedule a daily Custom Report filtered to contacts tagged with the campaign name. Monitor lead volume and conversion daily until the campaign ends.
  </Accordion>
</AccordionGroup>

***

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Can I schedule reports for users outside my HoopAI account?">
    Yes. Scheduled reports are sent by email, so any valid email address can be a recipient. The recipient does not need a HoopAI account.
  </Accordion>

  <Accordion title="What format are scheduled reports delivered in?">
    Scheduled Custom Reports are delivered as attachments in Excel or PDF format. The format can be configured in the Schedule settings.
  </Accordion>

  <Accordion title="Can I schedule non-custom reports like call reporting?">
    Currently, scheduled delivery is available for Custom Reports. For other report types, use the manual export options and share the file as needed.
  </Accordion>

  <Accordion title="How do I stop a scheduled report?">
    Open the Custom Report, click **Schedule**, and delete or disable the existing schedule. The report will stop being delivered immediately.
  </Accordion>

  <Accordion title="Is there a limit on how many reports I can schedule?">
    There is no fixed limit on the number of scheduled reports per account, but performance and delivery reliability are best when you keep the number of active schedules reasonable.
  </Accordion>
</AccordionGroup>

***

## Related articles

* [Custom reports](/reporting/custom-reports)
* [Call reporting](/reporting/call-reporting)
* [Appointment report](/reporting/appointment-report)