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Instead of opening the Reviews page every Monday and filtering it the same way, have Liftify email that view to you. A scheduled report re-runs your filters at the moment it sends, so the numbers are always current. The people who receive a Formatted report do not need to open Liftify to read it.

Create a schedule

  1. Go to Reviews and set the filters you want the report to cover — location, rating, source, reply status, and so on.
  2. Click Export at the top right, then Schedule report.
  3. A page headed Schedule report opens, under “Sends the reviews matching your current filters, or a saved view, on a schedule.” Fill it in.
  4. Click Create schedule at the bottom. Liftify confirms with “Scheduled report created.” Cancel beside it takes you to your list of schedules without saving.
The filters you had on screen are carried into the schedule. Under Reporting window the form names them back to you — “Also filtering by rating and location. Change these on the Reviews page.” To change them, go back to Reviews, set the filters you want, and start again.

The fields

A spreadsheet is never attached to the email. On a CSV download link report the email carries a link reading Export current reviews to CSV, with the number of reviews after it. Clicking it opens the Reviews page in Liftify and starts the export there, so the recipient needs a Liftify login — and gets only the reviews their own account may see, as of the moment they click. The link used to read “Download current CSV”, which promised more than a click delivers.
Recipients and Sharing are two different things and it is easy to conflate them. Recipients decides who receives the emailed report. Sharing decides who can see and manage the schedule inside Liftify. Someone can receive the report without being able to see the schedule, and the other way round.
Reporting window is always relative — “the last 7 days”, counted from the day each report goes out. The panel says so: “Each send covers this window, counted from the day it goes out.”That means a specific start and end date cannot be carried over from the Reviews page: pinning every future send to the same two dates would send you the same report forever. If you had a custom date range on screen, Liftify picks the fixed-length window closest to it, so check what Reporting window actually says before you save.The Reviews page itself now covers all time, and that one is not carried over either: a new schedule opens on Last 30 days, because a recurring all-time report would re-send your whole review history every time. Set Reporting window to All time yourself if that really is what you want.

Find, edit, pause and delete your schedules

Your schedules now live in Settings. Open Settings from the circle with your initials in the left sidebar and click Scheduled Reports, under your own settings alongside Profile and Notifications. Each row shows the schedule’s name, its cadence and format on one line (“Weekly on Monday at 9:00 AM · Formatted report”), then who it is shared with, how many recipients it has, and — on a schedule somebody else made — Shared by their name.
  • Edit opens it as Edit schedule. Click Save changes; Liftify confirms “Scheduled report updated.”
  • Pause stops a schedule sending without deleting it, and confirms “Schedule paused.” A paused schedule carries a Paused label under its name, and the button becomes Resume — which confirms “Schedule resumed.”
  • Delete asks “Delete this scheduled report?” first, then confirms “Scheduled report deleted.”
Only the person who created a schedule can edit, pause or delete it, the same as saved views. On somebody else’s schedule you see the row but no buttons — ask them to change it. The Sharing field says as much: “Who can see this schedule in the list. Only you can edit, pause or delete it.”
There is no New schedule button on this page. A schedule always starts from the page it reports on, so that it picks up that page’s filters — the list says so: “To schedule a report, open the Reviews page, Location Intelligence, a Location page or a Location Group page and choose Schedule from its Export menu.” With none set up you get No scheduled reports yet — “Schedule a report from the Export menu on the Reviews page, Location Intelligence, a Location page, a Location Group page or an Employee page to have it emailed on a cadence.”

Schedule other pages, not just Reviews

The Export menu on a Location page, a Location Group page and an employee’s page offers two things: Download PDF, which builds the page as a PDF for you to save, and Schedule report, which emails it on a cadence. On Location Intelligence the same menu also offers Download CSV. Those schedules use the same form as a review report, with two differences:
  • On Location Intelligence, instead of one Format choice you get Formats, as tick boxes: PDF, CSV, or both. At least one must be ticked. Location, Group and Employee reports are always PDF.
  • A Location report, a Group report and an Employee report ask at the top which Locations, Groups or Employees the schedule covers. Pick several and Liftify creates one schedule, and one email, per location, group or employee — it confirms with the number it made. The hint under the picker says so: “Each location gets its own schedule and its own email.”

An employee report

An employee’s page is schedulable in its own right. Open an employee from Settings → Employees, click Export, then Schedule report. The form is headed Schedule employee report under “Emails an employee’s Reputation Health page as a PDF on a schedule. Pick several employees to create one schedule per employee.”
  • Employees is the picker at the top — “Select employees”, with Search employees… and the hint “Each employee gets their own schedule and their own email.” You have to pick at least one: “Pick at least one employee.”
  • Schedule name defaults to “<employee> report” if you leave it empty.
  • The picker only offers employees assigned to, or credited at, the locations you can see.
Who gets what in an employee report follows each recipient’s own location access, not the employee’s. The form says so under Recipients: “Each recipient only gets the employees whose locations they can see.” So a colleague limited to one location gets a sheet covering that location’s share of the employee’s work, not yours.
If you try to edit a schedule whose employee has since been deleted or merged into another record, Liftify refuses: “This schedule’s employee is gone or was merged into another, so it can’t be changed.” Delete that schedule and make a new one against the record you kept. A Location Intelligence schedule has no such picker. It emails the table as you had it on screen — “Emails the Location Intelligence table on a schedule, with the filters, grouping and sort it was opened with.” Everything else — Schedule name, Frequency, Reporting window, Recipients, Sharing — works as described above, and the finished schedules appear in the same Scheduled Reports list.
Recipients only ever get what they are allowed to see. On a location report, “Each recipient only gets the locations they can see”; on a group report, “Each recipient only gets the groups where they can see at least one location.” On a Location Intelligence schedule, “Each recipient’s file holds only the locations they can see.”On a Location or Group page, filters you set on your own custom fields are not carried into the PDF or the schedule. When any are on, the Export menu says so with a greyed-out line reading Custom-field filters aren’t included.

What arrives

The email is headed Review Report, names the filters and the window it covers underneath, and leads with the number of reviews in it. If the window turned up nothing, the report still arrives and says so rather than going quiet.

Troubleshooting

There is no Export menu on the Reviews page. Scheduling rides the same permission as exporting: your role needs Export review data. Ask whoever manages your Liftify users. I can’t find Scheduled reports in the Export menu any more. It moved. Open Settings from the circle with your initials, then Scheduled Reports. A schedule stopped arriving but is still in the list. Check whether it says Paused under its name. Click Resume to start it again. A recipient stopped getting the report. Recipients only receive reviews they are allowed to see. If someone’s access was narrowed, or they were removed from the account, they are dropped from that send. The report covers a different period than I expected. Check Reporting window on the schedule. It is relative to each send, not the dates you had on the Reviews page when you created it. I can’t find a schedule a colleague mentioned. You only see schedules you own or that have been shared with you. Ask them to share it, under Sharing on their schedule.