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Scheduled email reports

1 min read

Scheduled reports send a summary of your site to one or more email addresses, automatically.

The report worker #

Scheduled Reports totals and Report Worker Status with next run and site time
Settings → Scheduled Reports: status first.

A background worker checks every 15 minutes whether a report is due. It uses WP-Cron, which only runs when someone visits your site. On quiet or cached sites, set a real server cron (and DISABLE_WP_CRON) so reports leave on time.

Email delivery #

Email Settings with WordPress Default or Custom SMTP, From name and email, SMTP host, port, encryption, username, password and Send Test Email
Choose WordPress default mail or your own SMTP server.
  • WordPress Default uses wp_mail() – fine if your host sends mail reliably or you use an SMTP plugin.
  • Custom SMTP – host, port, encryption (SSL/TLS), username and password. For Gmail, use an app password, not your normal password.
  • Click Send Test Email before creating a schedule.

Create a schedule #

  1. Click New Schedule.
  2. Name it, choose daily, weekly or monthly, the day and time.
  3. Choose the period covered (for example the last 7 days) and the recipients.
  4. Save. The schedule appears in the list with its next send.

What the report contains #

SectionPlan
Key performance indicators, traffic breakdown, top pages, top referrers, countriesFree
Click heatmap summary, funnel performance, Smart Insights of the periodFree
Session recordings, JavaScript errors, friction events, Web Vitals, broken links, form analytics, user journeysPro
Report schedules list and recent report history with sent date, status and recipients
Schedules and history: each send is logged with its status.

Expected result #

The test email arrives, and each schedule appears in Recent Report History with the status SUCCESS after sending.

FAQ #

The test email never arrives. #

Check spam, then switch to Custom SMTP; many hosts block PHP mail.

Reports leave late. #

WP-Cron depends on visits: set up a server cron.

Can I send to a client? #

Yes, add any address as recipient.

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