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.
Note: Access to this feature, including the number of BI editors and viewers, depends on your contract.
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.
This article is meant to give you a general overview of scheduling a report delivery. If you have specific questions, please reach out to DealRoom Support via the chat available in platform or email at support@dealroom.net. We’re here to help.
BI Reporting Overview
How do I change BI reports access?
How to create a simple BI report?
Note: Access to this feature, including the number of BI editors and viewers, depends on your contract.
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.
This article is meant to give you a general overview of scheduling a report delivery. If you have specific questions, please reach out to DealRoom Support via the chat available in platform or email at support@dealroom.net. We’re here to help.
Relevant Articles:
BI Reporting Overview
How do I change BI reports access?
How to create a simple BI report?
Updated on: 21/05/2025
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