Open Analytics and choose Reports at the top — only the owner and admins see this. Full steps below.
Where: Analytics in the left sidebar
Plans: Pro and above
Steps
Open Analytics and choose Reports at the top — only the owner and admins see this.
Switch Send reports automatically on and choose weekly (last 7 days) or monthly (last 30 days).
Under Who receives it, switch on each owner, admin or team member who should get the report; anyone switched off stops receiving it straight away.
Use Send one now to email the current report immediately.
The email includes the headline figures and the full report attached as a PDF. There is one report setting per company, shared by the owner and admins.
What this cannot do
Share an analytics dashboard by public link — dashboard sharing is disabled.
Show a margin, turnaround or cost figure for estimates that have no material, labour, cost or send records — those cards report no data instead.
Still stuck?
If a step does not match what you see on screen, stop there and open a ticket from Support > My Tickets with a screenshot of that step. The team will look at the account directly.