Once your Scheduled Reports are running, you'll adjust them over time. This guide covers every action you can take on them.
Go to Visibility > Scheduled Reports. Each row has:
A toggle that switches the Scheduled Report on or off
A menu (⋮) with:
Action | What it does |
|---|---|
Analytics | Opens its Trends tab |
Settings | Changes its name, frequency and next run |
Duplicate | Copies it into a new Scheduled Report |
Delete | Removes it for good |
Click the row to open the Scheduled Report, or the line under its AI platforms to open its Locations tab.
The header of a Scheduled Report's page holds the Active switch, Share, the gear icon (Schedule settings), Duplicate schedule, Delete schedule and the Run now button.
Owners and editors of the brand switch Scheduled Reports on and off, run them, edit their settings, duplicate them, and manage their locations and prompts.
Only the brand owner can delete a Scheduled Report or a location.
Everyone else on the brand sees them read only.
Switch a Scheduled Report off when:
You're on vacation and don't need data
You want to save credits for a while
You're making big content changes and want to measure after
It's a seasonal business, off season
From the list: click the row's toggle
From its page: click the Active switch in the header
It doesn't run on its own
Run now is disabled
Its settings, locations, prompts and history stay as they are
The list shows it as Paused
Switch it back on. It runs at its next run date. If that date has already passed, the list shows Soon and it runs shortly.
You just created a Scheduled Report and want data today
You changed your content and want to see the effect
You need fresh numbers for a meeting
Open the Scheduled Report
Click Run now (top right) to run every active location. The button shows the credits the run will use.
To run one location only, click the arrow next to Run now and pick it. Run all locations runs them all; a paused location can't be picked until you resume it.
Follow the progress in the notification that opens
A run that takes long keeps going in the background, and a notification tells you when it finishes. You can also run a single location from its Settings (Run manually).
The run appears in the History tab, with one report per location
Overview, Prompts and Trends show the new data
Credits are charged for each location's report
Note: Run now spends credits right away: 1 credit per prompt in each location on up to 3 AI platforms, 2 credits on 4 to 6. See How credits work.
Click the gear icon on the page, or Settings in the list menu, to open Scheduled Report Settings:
Setting | What it changes |
|---|---|
Scheduled Report Name | Its name |
Run frequency | Daily, Weekly or Monthly |
Next run date & time | When the next run happens, in your local time |
Click Save changes. The window also has Run now under Run manually.
Other things you change elsewhere:
What | Where |
|---|---|
On or off | The list's toggle, or the Active switch on its page |
Locations and their prompts | The Locations tab: add, edit, pause, duplicate, delete |
Client delivery | The Delivery tab (Agency and up) |
The next run keeps the date shown in Next run date & time; change that date too if you want the new rhythm to start sooner. From then on, runs follow the new frequency. Your history stays.
Use Duplicate to copy a whole Scheduled Report, for example to track the same prompts on another cadence.
Click Duplicate in its menu, or Duplicate schedule on its page
Check the Schedule name (it starts as the original name with "(copy)") and the Frequency (it starts on a different one: Monthly for a weekly Scheduled Report, Weekly for the others)
Click Duplicate
The copy gets the same locations with their active prompts, and the same client delivery settings. Run history isn't copied: the copy starts fresh.
Open a Scheduled Report and go to the Locations tab. Each location can be paused or resumed, duplicated (to this or another Scheduled Report), edited or deleted, and Add location adds a new market. You see the credits the new location adds before you confirm.
You can pause single locations while the Scheduled Report keeps running. For example, track the United States and the United Kingdom, and pause the United Kingdom over the holidays: only the United States runs.
See Understanding locations for every detail.
In the Reports filter of the Visibility, Sources and Outreach pages, the Scheduled tab lists your Scheduled Reports:
Pick a Scheduled Report to select all its reports
Expand it to see its location chips: pick one or several markets
Below the chips, reports are grouped by run ("Run of" a date), so you can pick a single run
The Individual tab lists the reports you ran on your own.
Only the brand owner can delete.
Warning: this permanently deletes:
The Scheduled Report
All its locations
Every report its runs produced
Future runs stop at once. To delete, click Delete in its menu or Delete schedule on its page, then confirm with Delete Scheduled Report.
Tip: Switch it off instead if you might want the data later.
Warning: this permanently deletes the location, its prompts and every report its runs produced. To keep the history, pause the location instead.
Click Delete on the location's row in the Locations tab, or Delete location on its page, then confirm.
When you have many, use the bar above the list:
Control | Options |
|---|---|
Search | By Scheduled Report name |
Status | All statuses, Active, Paused, Failing |
Sort | Newest first, Name, Next run, Last run |
The export button saves the page you're looking at as CSV.
"Which ones are failing?" Status: Failing
"What runs next?" Sort: Next run
"Where's my UK tracking?" Search for its name
On the list, the last run shows in red; hover it to read Insufficient credits
On its page, an Insufficient credits alert has a Top up credits link to Plans > Top-ups
With a live subscription, the Scheduled Report stays on and tries again at its next run. On an account without a live subscription (for example on the Free plan), it is paused and you get a notification: top up, then switch it back on.
In a white-label app, the alert says the run could not complete and asks you to contact your account owner.
The page shows Last execution failed with what went wrong. The Scheduled Report stays on and tries again at its next run.
Common fixes:
Check that its locations are active
Make sure each location has prompts (a location with none is paused at run time)
Email support if it keeps failing
Good: "Weekly US Cities (English)", "Daily NYC Tracking"
Not ideal: "Schedule 1"
Check for failed runs
Look at the trends
Pause the Scheduled Reports and locations you no longer need
Update prompts that no longer matter
Pause seasonal locations off season
Merge similar locations into one Scheduled Report
Pause prompts that don't earn their place
Group Scheduled Reports in a way that makes sense to you:
By market (United States, United Kingdom, Europe)
By how often you need data (daily for competitive markets, weekly for stable ones)
By team (marketing, sales)
I want to... | Do this |
|---|---|
Stop a Scheduled Report for a while | Switch it off with the toggle |
Get data right now | Click Run now |
Run one market only | Arrow next to Run now, pick the location |
Change how often it runs | Settings, Run frequency |
Track a new market | Locations tab, Add location |
Track the same prompts on another cadence | Duplicate it |
Save credits | Pause locations you don't need |
Compare markets | Locations tab, Locations side by side |
Read one run as a whole | History tab, By run, Open this run in Visibility |
Remove old tracking | Delete the location or the Scheduled Report (brand owner) |
Email [email protected] and I'll help.
