UpGuard allows you to schedule recurring reports from inside the UpGuard platform on a weekly, monthly, quarterly, or yearly cadence. In addition to scheduling the report, you can also add the email address of any relevant colleagues or stakeholders. Even those who aren't currently UpGuard users.
The process to create a recurring report is the same across all exports. In the example below, I'll export Example Industries' Risk Profile.
The first thing you want to do is click Export in the top right corner of your screen.
This will bring up the export modal which lets you define the format, configure the export, and decide on frequency and delivery mechanism.
In the example below, I've chosen to set up a recurring report on a monthly cadence starting on 15/11/2021 at 9:00 am.
After configuring the frequency, I need to decide on the delivery mechanism. In the example below, I've chosen to send the report to myself and two colleagues. This means that they'll receive this report via email on a monthly cadence until I delete the report or until they unsubscribe.
Once I'm happy with my selection, I click Export.
To view your recurring reports, head over to the Reports and click Recurring reports.