Keeping your team aligned on business performance requires consistent access to accurate, up-to-date data. Manually compiling and distributing reports takes time and introduces the risk of delays or outdated numbers. Thryv Reporting Center™ lets you automate the delivery of custom reports to designated team members on a set schedule, so your team always has the performance metrics and operational data they need to make informed decisions without any manual effort on your part. Reports shared with team members are also accessible directly in Thryv Reporting Center under the Shared with Me tab.

What This Video Covers

This video walks you through how to automatically share or schedule a custom report with your team in Thryv Reporting Center, including how to select the report, designate the team members who will receive it, set the delivery schedule, and confirm the report is accessible to recipients under the Shared with Me tab in Thryv Reporting Center. It does not cover creating a custom report from scratch. For those workflows, refer to the related Thryv Reporting Center articles in this section.

How to Use This Video

Watch the full video below to follow along with the report scheduling and sharing walkthrough. To get started, navigate to Thryv Reporting Center in the left-hand navigation of your Thryv account. Recipients will be able to view shared reports in Thryv Reporting Center under the Shared with Me tab.