How do I schedule a BI report delivery?
Creating visibility for stakeholders during M&A execution is essential for keeping everyone aligned. Setting up recurring BI report deliveries ensures your team has up-to-date insights without the hassle of manual reporting. In this article, we’ll walk you through the process of automating report delivery in DealRoom.
- Navigate to Reports: Go to the Reports tab in the left panel navigation of the platform.
- Open Scheduling Options: In the dashboard, click the ellipsis (⋯) and select Schedule delivery from the drop-down menu.
- Configure Delivery: A menu will appear where you can set the name, recurrence, recipient emails, and format. || Tip: Reports can be delivered in either PDF, CSV or PNG formats.
- Customize (Optional): **Click **Advanced options to add a custom message and set the timezone.
- Test Your Setup: To preview the delivery, click Test now at the bottom left. An email will be sent to your inbox.
- Edit Scheduled Reports: To make changes, return to Schedule delivery in the drop-down menu (step 2). If reports are already scheduled, a Schedule window will appear.
- Manage Deliveries: To edit, duplicate, or delete a scheduled report, click the vertical ellipsis next to the Send now button.
- Schedule Another Delivery: To schedule a different report, select New from the schedule menu.
Ready to ensure your stakeholders always have the latest M&A insights? Automating BI report delivery in DealRoom streamlines communication and alignment. If you have any questions about configuring scheduled deliveries, customizing formats, or need further assistance in leveraging this feature for your team, please reach out to our support team via in-platform chat or email us at support@dealroom.net. We're here to help you maintain continuous visibility.
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Updated on: 27/06/2025
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