This article will cover the following:
What Are Scheduled Reports?
A scheduled report is a snapshot of your CAKE data — clicks, conversions, revenue, and more — that CAKE automatically generates and emails on a repeating basis. Instead of logging in and running the same report every week, you set it up once and let CAKE do the work.
Note:
Scheduled reports are delivered as email attachments (CSV or PDF). They reflect data at the moment they run, so a weekly report sent Monday morning covers the previous week's activity.
Scheduled reports are delivered as email attachments (CSV or PDF). They reflect data at the moment they run, so a weekly report sent Monday morning covers the previous week's activity.
Report Types You Can Schedule
| Report Type | What It Shows | Most Useful For |
|---|---|---|
| Affiliate Summary | Clicks, conversions, and payout by affiliate | Account managers reviewing partner performance |
| Advertiser Summary | Traffic and conversion totals by advertiser | Advertisers checking campaign delivery |
| Offer Performance | Clicks, CVR, revenue per offer | Affiliates tracking which offers are converting |
| Conversion Report | Individual conversion records | Reconciling counts and spotting discrepancies |
| Invoice / Billing Report | Payable and receivable totals | Finance teams and automated billing cycles |
| Creative Performance | Clicks and conversions by creative/banner | Optimizing ad creative |
Tip:
Not sure which report to schedule? Run it manually first. If the data looks right and you'd want to see it regularly, it's a good candidate for a schedule.
Not sure which report to schedule? Run it manually first. If the data looks right and you'd want to see it regularly, it's a good candidate for a schedule.
How to Create a Report Schedule
1
Log in to CAKE and go to Reports in the main navigation menu.
2
Select the report type you want to schedule (for example, Affiliate Summary).
3
Apply any filters you want — date range, specific offers, affiliates, or advertisers. These filters will be saved with the schedule.
4
Click the Schedule or Create Schedule button (usually near the top-right of the report page).
5
Choose the frequency: Daily (covers previous day), Weekly (covers prior 7 days), or Monthly (covers prior calendar month).
6
In the Recipients field, enter one or more email addresses separated by commas. Recipients do not need a CAKE login.
7
Give the schedule a clear, descriptive name — for example, "Weekly Affiliate Summary — Brand X Offers."
8
Choose the file format — CSV for data analysis, PDF for sharing with non-technical stakeholders.
9
Click Save. The schedule is now active.
Caution:
If you leave a filter blank, the report will include all records for that dimension, which can make the file very large. Be specific with your filters, especially for high-traffic accounts.
If you leave a filter blank, the report will include all records for that dimension, which can make the file very large. Be specific with your filters, especially for high-traffic accounts.
How to Edit or Pause a Schedule
1
Go to Reports and look for Scheduled Reports or My Schedules in the sidebar or under a settings menu.
2
You'll see all schedules with their frequency, last run date, and current status.
3
To edit, click the schedule name or edit icon. Update any field — frequency, recipients, filters, name, or format — then click Save.
4
To pause, open the schedule and change its status to Inactive. Toggle it back to Active to resume.
5
To delete, use the delete icon and confirm. Deletion is permanent.
Tip:
Pause rather than delete a schedule when you're unsure whether you'll need it again. Paused schedules retain all settings and can be reactivated with one click.
Pause rather than delete a schedule when you're unsure whether you'll need it again. Paused schedules retain all settings and can be reactivated with one click.
Tips for Effective Schedules
- Match the frequency to how often the data changes. Daily schedules make sense for high-volume campaigns; monthly works well for billing and reconciliation.
- Name schedules clearly. Include the report type, filter scope, and recipient context in the name — e.g. "Monthly Advertiser Summary — Acme Media."
- Audit your schedule list quarterly. Remove schedules that are no longer sending to active email addresses.
- Use CSV for data; PDF for stakeholders. CSVs are easier to process programmatically; PDFs are easier for executives and clients to review without a spreadsheet tool.
- Set filters that match your payout period. This makes the data directly usable for reconciliation without post-processing.
If you have any questions, please reach out to your dedicated CAKE Client Success Manager/Account Manager or contact the CAKE Support Team at support@getCAKE.com.