How to Schedule Dashboard Reports in ClickUp

Scheduling Dashboard reports in ClickUp lets you automatically share key metrics with your team by email, so everyone stays informed without manual exports or reminders.

This guide walks you through enabling the feature, creating a schedule from a Dashboard, customizing the report, and managing existing schedules.

Before you schedule Dashboard reports in ClickUp

Before setting up a recurring report, make sure the right plan and permissions are in place. Report scheduling is only available to specific workspaces and requires proper access to the Dashboard.

Requirements for scheduling in ClickUp

• You must be a member or admin with permission to view the Dashboard.
• The workspace must be on a plan that includes access to Dashboards and reporting.
• Recipients must have valid email addresses. They do not need to be members of your ClickUp workspace to receive the report email.

If you do not see scheduling options, contact a workspace admin to confirm your plan and access level.

Open a Dashboard in ClickUp

To begin, open the Dashboard whose data you want to send on a schedule.

1. From the sidebar, navigate to the Dashboards section.
2. Select the Dashboard that contains the widgets you want to share.
3. Confirm that the Dashboard is loading correctly and shows the data range you expect.

Only users with access to the Dashboard in ClickUp can configure and edit its report schedules.

Create a scheduled Dashboard report in ClickUp

Once your Dashboard is open, you can configure a recurring report to send by email on a schedule.

Step 1: Open the scheduling menu

1. In the open Dashboard, locate the top-right toolbar.
2. Click the menu option labeled for scheduling or sharing reports. This usually appears alongside other Dashboard actions.
3. Select the option to schedule a report. A scheduling panel or modal will open.

Step 2: Configure delivery settings in ClickUp

Next, choose when and how the Dashboard report should be delivered.

1. Choose frequency
   • Select how often the report should be sent, such as daily, weekly, or monthly.
   • If weekly, pick specific days of the week.
   • If monthly, choose a particular date or pattern, depending on the options available.
2. Set delivery time
   • Select the time of day you want the report email sent.
   • Confirm that the time zone matches your workspace or desired audience.
3. Pick a start date
   • Choose when the schedule should begin.
   • Optionally set an end date if you only want reports for a certain period.

These settings determine the exact schedule on which ClickUp generates and sends the Dashboard summary.

Step 3: Choose recipients and access

Decide who should receive the Dashboard report email.

1. In the recipients field, add email addresses for individuals or teams.
2. Use your workspace directory to quickly add existing members.
3. Add external stakeholders by typing their full email addresses.
4. Review any share or access settings shown in the scheduling modal to confirm who can open the report link.

Recipients receive an email with a snapshot of the Dashboard data as configured at send time. External recipients see only the summarized information included in the email or associated link.

Step 4: Customize content and format in ClickUp

Depending on your workspace settings, you can often customize how the report appears.

• Report title: Edit the subject or title that appears in the email to make the purpose clear.
• Widgets: Confirm which Dashboard widgets are included in the scheduled summary.
• Filters and date range: Set or confirm filters, such as assignees, Spaces, or time frames, so the emailed data matches your audience’s needs.
• Format: If an export format (such as a static snapshot or link) is available, pick the most useful option for your recipients.

When you are satisfied with the settings, save or confirm the schedule. ClickUp will now send Dashboard reports automatically based on your configuration.

View and manage your ClickUp Dashboard report schedules

After you set up one or more schedules, you may need to adjust delivery times, change recipients, or pause reporting. You can manage all of this from the same Dashboard.

Find existing schedules in ClickUp

1. Open the Dashboard for which you created a schedule.
2. Open the same scheduling or sharing menu you used earlier.
3. Look for an option such as “Manage schedules” or a list of existing scheduled reports.

You will see each schedule associated with the Dashboard, along with its frequency and next run time.

Edit or pause a scheduled report

Use the schedule list to keep your automated ClickUp reports accurate and relevant.

1. Select the schedule you want to modify.
2. Update any of the following settings:
   • Frequency and specific days
   • Time of delivery and time zone
   • Start or end date
   • Recipients and access level
   • Title, filters, or widget selection
3. Save your changes to apply them to future report runs.

To pause a schedule without deleting it, use the toggle or pause option if available. This stops future emails until you reactivate the schedule.

Delete a schedule in ClickUp

If a recurring report is no longer needed, you can remove it completely.

1. From the schedule list, locate the report you want to remove.
2. Select the delete or trash icon.
3. Confirm the deletion when prompted.

Once deleted, that Dashboard report will no longer be sent automatically. You can always create a new schedule later if requirements change.

Best practices for ClickUp Dashboard report scheduling

Use these tips to keep automated Dashboard emails helpful and actionable.

• Align schedules with team rituals: Match report delivery to standups, weekly reviews, or monthly planning cycles.
• Limit recipient lists: Send each report only to stakeholders who need that specific view of your ClickUp data.
• Use clear titles: Name reports so recipients know exactly what information they are receiving.
• Review filters regularly: As projects evolve, confirm that filters still highlight the right tasks, statuses, and Spaces.
• Test with a small group: Start with a small distribution list to verify timing and content before scaling to more recipients.

Learn more about ClickUp Dashboard reporting

To dive deeper into Dashboard scheduling behavior and available options, review the official documentation from the source:

Schedule Dashboard Reports help article

If you need strategic help configuring workspaces, permissions, and reporting structures around your ClickUp setup, you can also consult implementation specialists at Consultevo.

By configuring scheduled Dashboard reports in ClickUp, you ensure stakeholders receive consistent, timely updates on project progress without manual effort.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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