How do I schedule a spreadsheet report?
Last updated: February 2, 2026
Scheduled Analytics Report
What is a scheduled analytics report workflow?
A scheduled analytics report workflow allows users to schedule and send a saved analytics spreadsheet report to their email inbox. The frequency and recipients (licensed and unlicensed users) can be customized. The report will be sent to the email addresses as a downloadable .CSV file.
The report sent by email will mirror the columns and timeframe from the saved analytics report with one additional column of "superior" which will contain the name of the user's manager.
Saved Analytics Spreadsheet Report in Ambition
Scheduled Analytics Report Workflow Delivered by Email
Create a Scheduled Analytics Report Workflow
Users with "Workflows: All Access" or "Workflows: Create" permission will be able to create workflows.
Additionally, a user must be listed as either the owner or viewer of a saved spreadsheet report in order to select the report to be scheduled.
Creators will be able to edit and delete workflows they create.
Users with "Workflows: All Access" permission will be able to edit and delete all workflows. Users with "Workflows: Edit" permission will be able to edit all workflows or edit workflows that users they manage created depending on the level of access.
1. Open the left navigation and click Workflows.
2. Click the + Create Workflow button.
3. Click Create on the Scheduled Analytics Report tile.
Before starting to create the analytics report workflow, make sure you've saved a spreadsheet report of the data you wish to have emailed to you!
Don't see the Scheduled Analytics option? The "analytics" and "analytics: saved reports" features are required for use. If analytics and saved reports are included in your package, the feature can be enabled by any user with system admin permissions. Enable Feature: Open the left navigation and click Administration > Features. Locate the Analytics and Analytics: Saved Reports feature, and toggle "On". Click the Update Features button to save.
4. Complete the create workflow form:
Details
Workflow Name
The name will be displayed within Ambition and on scheduled report notifications.
Description
Optional. Description is visible on the manage workflows page and can be helpful to provide context on the behavior the workflow is recognizing.
Active Status
Active = the scheduled analytics report will run on the set recurrence schedule.
Inactive = the scheduled analytics report will be disabled and the report will no longer run on the set recurrence. Inactive workflows are not deleted and can be set back to active at the appropriate time.
Analytics Report
Select a saved spreadsheet report.
You will be able to select saved spreadsheets reports where you are listed as either the owner or a viewer of the report.
Recurrence
Establish the Initial Event
Set the start date, start time, and time zone to indicate when the workflow should begin running.
The scheduled report in the image above would first send on March 3rd at 9:00am Eastern.
Establish Frequency of Each Recurring Event
Repeats Every
Select the appropriate number and time frame to indicate how often the workflow needs to run.
Time frame options:
Day - Workflow will run every day of the week, even weekends
Week - Select a specific day or multiple days of the week for the workflow to run
Month - Workflow will run once per month on a designated day
Year - Workflow will run once per year on a designated day
Establish When the Recurrence Ends
Workflows will continue on indefinitely based on their recurrence schedule unless an end is specified.
Workflows can end after a certain number of occurrences or end on a specific date.
Expected Occurrences
Based on the recurrence selection above, a preview of expected occurrences will generate. Ensure the dates and frequencies aligns with your expectations.
Actions
A single workflow can support multiple actions.
Level of Access
Report workflows support selecting an explicit level of access since sensitive employee and analytics data can be contained within the selected report.
Select the appropriate level of access that's the best fit for the workflow.
View an example of a scheduled report email here.
Email - Action Options | Action Description |
Send an email to myself | Workflow will be sent to the workflow creator's email address. |
Send an email to a user or multiple users | Option for public or authenticated level of access Workflow will be sent to the selected user's email address. Additional hierarchy options will appear to allow you to designate which group(s) of Ambition users you want to receive the email alert. Learn more about hierarchy options here. Select all employees = Every active Ambition user will be notified of the workflow by email. Select employees within specific groups = You will be prompted to select one or more groups within Ambition. All members within the selected group(s) will be notified by email. Only members, and not managers, of the selected groups will be notified. Select specific employees = You will be prompted to manually select which specific users will be notified of the workflow by email. |
Send an email to the following (Custom Email Address) | Option for public level of access. An email will be sent to the input email address. Use for any one/any group/distribution list who needs to receive workflow updates, but DOES NOT have an Ambition account. ex. salesteam@yourcompany.com or vpsales@yourcompany.com. Pro Tip: Ensure that any distributions lists have the proper protocols adjusted to allow Ambition emails to be received. If an Ambition user has unsubscribed from scheduled spreadsheet report workflow emails, they will still receive an email notification if their email is input as a custom email address. |
Log
Log - Action Options | Action Description |
Log | Send workflow to internal log for troubleshooting purposes. Logs can be viewed under the "Jobs" tab in the manage workflow view. (Workflows: All Access permission required) You will be able to see the workflow name and the time the workflow ran to ensure that your workflow logic is performing as expected before sharing the workflow with end users.  |
5. Click Create Workflow.
