# Schedule reports
URL: https://support.starshipit.com/articles/6930762037263-schedule-reports
Canonical: https://support.starshipit.com/articles/6930762037263-schedule-reports
Markdown: https://support.starshipit.com/articles/6930762037263-schedule-reports.md
Updated: 2026-11-03

> For the complete documentation index, see [llms.txt](https://support.starshipit.com/llms.txt).

> Schedule emailed reports, choose recipients and frequency, and include custom margins in eligible Package Sent reports.

Schedule reports to arrive by email daily, weekly or monthly. Choose the reports, recipients and account scope once, then check a scheduled delivery before relying on it for your reporting workflow.

## Before you begin

Use an account with scheduled reporting available and permission to modify Reports. The available report types depend on your account. For WMS inventory capture and its separate access requirements, follow [Generate and schedule WMS inventory reports](/articles/1793664000001-generate-and-schedule-wms-inventory-reports).

## Set up scheduled reporting

1. Open **[Reports](https://next.starshipit.com/reports)** and select **Schedule Report**.

   ![Schedule Report button](/uploads/articles/orders-manifests-reports/reports/scheduled-reporting/schedule-report-button.png)
2. Tick each report you want to receive.

   ![Report choices in the scheduling dialog](/uploads/articles/orders-manifests-reports/reports/scheduled-reporting/schedule-report-options.png)
3. For **Package sent report** in UI 2.0, enable **Include custom margins in Package sent reports** if the scheduled prices should include your custom shipping margins. The option is off by default and appears when that report is selected.
4. Enter up to three recipient email addresses in **Receivers**, separated by commas.
5. Select **Daily**, **Weekly** or **Monthly**.
6. Choose whether to include child accounts and archived orders where those options apply.
7. Select **Save**.
8. Reopen **Schedule Report** and check the selected reports, recipients, frequency, account scope and margin option.

The margin option applies only to scheduled Package Sent reports. It adds margins to prices you can already view; it does not reveal hidden shipping prices or override existing account pricing rules. Leaving it off retains the existing reporting behaviour, including any margin visibility already required by those rules.

## Check the scheduled delivery

Check the next email for the expected account, report type and period. In a Package Sent report, compare a shipment's price with its recorded shipping price and custom margin, using the same account scope and price permissions.

If a report is missing, check the saved report selection, recipient addresses, frequency and junk folder. If prices are missing or differ from the expected scope, check the saved margin option and account pricing access before changing the schedule again.

## FAQs

<!-- faq:start -->

<!-- faq:question -->When are the reports sent?<!-- /faq:question -->

The daily report is sent at 7pm UTC, the weekly report is sent 7pm Sunday UTC, and monthly reports are sent on the 1st of each calendar month.

<!-- faq:question -->How do I disable the reports?<!-- /faq:question -->

To disable the reports, you can either untick the report option or remove your email from the list of recipients.

<!-- faq:question -->I want to send the reports to more than three recipients.<!-- /faq:question -->

You can set up one of the email addresses to automatically forward the reports to any additional recipients from your email software:

- [Gmail: Automatic Forwarding](https://support.google.com/mail/answer/10957)
- [Outlook: Automatic Forwarding](https://support.microsoft.com/en-us/office/turn-on-automatic-forwarding-in-outlook-7f2670a1-7fff-4475-8a3c-5822d63b0c8e)

<!-- faq:question -->If I have multiple accounts, how can I tell the scheduled reports apart?<!-- /faq:question -->

The account number is included in both the report's subject line and the downloaded file name. For example:

- **Subject line**: Starshipit [Acct12345] Unshipped packing summary
- **File name**: UnshippedPackingSummary_Acct12345.csv

<!-- faq:end -->
