## **📋 Overview**

Search Atlas lets you create reports and schedule them for recurring delivery. You can choose a weekly or monthly schedule and add the available recipients shown in the report settings.

## **⚙️ Set Up a Scheduled Report**

1. Open **Reports** from the left sidebar.
2. Select the report or project you want to configure.
3. Choose the reporting period and the data you want to include.
4. Enable the scheduled email option.
5. Select a weekly or monthly delivery frequency.
6. Enter the recipient email addresses available in the **Recipients** field.
7. Save the report and confirm the schedule.

## **👥 Add Report Recipients**

The number of recipients depends on the report type and the recipient settings available in your Search Atlas account. Add recipients directly in the **Recipients** field and confirm that each address is accepted before saving.

If the field allows only one recipient, or you need to send the report to additional people, create separate scheduled reports where appropriate. Do not add shared inboxes or addresses that have not agreed to receive the report.

## **📅 Weekly and Monthly Delivery**

Choose **weekly** for regular performance updates or **monthly** for client reporting. Review the selected time zone, start date, and schedule before saving. Scheduled emails may contain a report summary rather than the complete report, depending on the report type and current settings.

## **🔗 Share Reports with GHL Sub-Accounts**

Search Atlas scheduled reports are delivered to the email recipients configured in Search Atlas. There is no general direct sync that automatically places scheduled reports into GoHighLevel (GHL) client sub-accounts.

To share a report with a GHL client, use one of these practical options:

- Add the client's approved email address as a report recipient, if the recipient field supports it.
- Download or open the completed report, then upload or share it through the appropriate GHL client sub-account.
- Use an approved third-party automation only if your organization's security and data policies allow it.

GHL sub-account access does not automatically grant access to Search Atlas reports. Each client must receive the report through a configured recipient or a separate sharing process.

## **🔍 Troubleshoot Scheduled Reports**

- Confirm the report is saved and scheduled.
- Check that recipient addresses are correct and accepted.
- Review spam, junk, and company email filters.
- Confirm the schedule, time zone, and delivery frequency.
- Open the report from **Reports** and verify the selected project or domain.

If you need further assistance, open the chat widget in the bottom-right corner of the platform and type **human teammate** to be connected with a member of our team.