📊 How to Resend Reports in Search Atlas

📋 Overview

Search Atlas allows you to send and resend reports to clients or teammates directly from the Report Builder. Whether you need to resend a one-time report or adjust an automated email schedule, this article walks you through every option available.

🔍 Finding Your Reports

To access your reports, follow these steps:

1. Click Reports in the left sidebar.
2. You will land on the Projects List page (/report-builder/projects-list).
3. All your existing reports are listed here under All Reports.

📤 Resending a Report Manually

If you need to send a report immediately — for example, to share updated data with a client — follow these steps:

1. Navigate to Left sidebar → Reports.
2. Locate the report you want to resend from the All Reports list.
3. Click Refresh data to make sure the report reflects the most current information before sending.
4. Click Download .CSV if you need to export the data and attach it manually to an email.

Note: The Refresh data action updates the report with the latest available data before you share it.

📧 Using Automated Email Reports

Search Atlas includes an Automated Email Reports feature that lets you schedule recurring report deliveries. This is the most efficient way to ensure reports are sent consistently without manual effort.

To set up or modify an automated email report:

1. Go to Left sidebar → Reports.
2. Select the report you want to automate from the All Reports list.
3. Click the Automated Email Reports option within the report.
4. Configure the recipient email addresses, sending frequency, and any other delivery preferences.
5. Save your settings — the report will now be delivered automatically on your chosen schedule.

If an automated report was not received, you can re-trigger delivery by opening the report, refreshing the data, and confirming the automated email settings are still active and correctly configured.

➕ Creating a New Report to Resend

If the original report is no longer available or you need a fresh version, you can create a new one:

1. Go to Left sidebar → Reports.
2. Click the + Create button at the top of the page.
3. Build your report using the available data modules.
4. Once complete, use the Automated Email Reports option to schedule delivery, or download and share it manually.

💡 Tips for Smooth Report Delivery

• Always click Refresh data before resending to ensure recipients receive the most up-to-date information.
• Double-check recipient email addresses in the Automated Email Reports settings to avoid missed deliveries.
• Use descriptive report names so clients and teammates can easily identify what each report contains.
• If a scheduled report was skipped or not received, verify the automation settings are still enabled inside the report.

🆘 Need Further Help?

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