Squizzie can automatically generate and email your PDF reports on a recurring schedule. Set it up once and your team gets fresh reports landing in their inbox — without anyone having to remember to log in and hit “Generate.”
Why It Matters
Reports are most useful when they actually get read. Scheduled delivery takes the friction out of reporting entirely. Your sales manager gets a daily snapshot every morning. Your accountant gets a monthly summary on the first of every month. Nobody has to ask for it, nobody has to remember — it just arrives.
Setting Up a Schedule
- Go to Tracksies > Squizzie > Schedules
- Choose which report to schedule from the dropdown
- Set the frequency: Daily, Weekly, or Monthly
- Enter recipient email addresses, separated by commas
- Choose the send time
- Save and activate the schedule
That’s it. Squizzie will take it from there.
What Happens When a Schedule Runs
When it’s time to send, here’s what Squizzie does behind the scenes:
- Generates a fresh PDF report using the latest data
- Attaches the PDF to an email
- Sends the email to all recipients on the schedule
- Immediately deletes the PDF from the server
That last step is worth noting — Squizzie doesn’t store generated PDFs on your server. Each scheduled run creates a fresh report, sends it, and cleans up after itself. No old files cluttering up your hosting.
Send Log
Squizzie keeps a log of every scheduled delivery. You can see when a report was sent, who received it, and whether the delivery succeeded or failed.
View the log at Tracksies > Squizzie > Send Log.
This is handy for troubleshooting if someone says they didn’t receive a report, or for keeping an audit trail of what’s been sent and when.
Managing Schedules
You can pause, edit, or delete any schedule at any time from the Schedules screen.
A few things worth knowing:
- Multiple schedules per report are fully supported. You might set up a daily schedule sending to your sales team and a separate monthly schedule sending the same report to the board. Different frequencies, different recipients — no worries.
- Pausing a schedule stops it from sending without deleting your settings. Handy if someone’s on leave or you want to temporarily hold off.
- Editing lets you change the frequency, recipients, or send time whenever you need to.
Email Appearance
The emails Squizzie sends aren’t generic WordPress notifications. They use your Brand Hub branding — your logo, your colours, your business name. So when your team (or your clients) receive a report, it looks like it came from your business, not from a plugin.
Common Questions
What time zone does the schedule use?
Squizzie uses your WordPress site’s time zone setting. You can check (or change) this under Settings > General in your WordPress admin.
Can I send reports to external email addresses?
Yes. Any valid email address works — internal team members, clients, your accountant, whoever needs to see the data. Just add their address to the recipients list.
What if the email fails to send?
Squizzie logs the failure in the Send Log so you can see what went wrong. Email delivery depends on your site’s mail configuration — if your site can send emails (via SMTP, a mail plugin, or your host’s mail server), Squizzie can send reports. If you’re having trouble, check that regular WordPress emails (like password resets) are working first.
Can I attach multiple reports to one email?
Each schedule sends one report per email. If you want someone to receive multiple reports, set up a separate schedule for each one. They’ll arrive as individual emails, each with its own PDF attached.
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Exporting to Google Sheets
Alongside email delivery, you can also export your scheduled reports to a Google spreadsheet. This is great for building up a running data set over time — ideal for trend analysis, sharing with your team, or feeding into AI tools like ChatGPT or Claude.
Enabling Sheets export
When editing a schedule, you’ll see an Export to Google Sheets checkbox. Tick it, and you’ll get two options:
- Choose an existing spreadsheet — pick from your connected Google Drive
- Create a new spreadsheet — Squizzie creates one for you and names it after the report
You can enable Sheets export alongside email delivery, or on its own. They’re independent — you might want a daily email to the team but also a running spreadsheet for your own analysis.
The running log
There’s also a Running log option. When enabled, each scheduled run appends a row to a dedicated “Log” tab in the spreadsheet. Over time, this builds a time series of your key metrics — one row per delivery, with a timestamp. That’s the data you want when you’re looking at trends across weeks or months.
What gets exported
Each time a schedule runs with Sheets export enabled, Squizzie writes:
- A snapshot tab with the full tile data from that run (named with the date)
- A row on the running log tab (if enabled) — a single row with the date and your key metric values
The spreadsheet accumulates over time. You don’t need to do anything — each scheduled run adds its data, and the spreadsheet grows into a historical record of your store’s performance.
Learn more
For the full setup walkthrough — including connecting your Google account, managing permissions, and tips for using the exported data — see the Google Sheets Export guide.