Troubleshooting: Scheduled & Email Delivery

📧 Fix Scheduled Reports Not Reaching Clients

🗺️ Overview Scheduled reports in Report Builder are automatically emailed to your clients on the cadence you set. If those emails are not arriving, the most common causes are spam filtering, an unrecognised sender address, or a misconfigured schedule. This article walks you through everything you need to confirm delivery is working correctly. 📬 Sender Email Address All scheduled reports sent from Search Atlas are delivered from info@marketer.report. You and your clients should recognise this address as the legitimate source of report emails. Because it differs from the searchatlas.com domain, some email clients and spam filters flag it as unknown. Share this address with your clients before their first report is due so they can add it to their contacts or allowlist. This single step resolves the majority of delivery complaints. 🚀 How to Schedule a Report 1. In the left sidebar, click Reports to open the Report Builder project list (/report-builder/projects-list). 2. Open the report project you want to schedule, or create a new one. 3. Click the Schedule or Email Settings option inside the project. 4. Enter the recipient email address or addresses for your client. 5. Choose your delivery frequency — weekly, monthly, or quarterly. 6. Save the schedule. The next send will occur at the next scheduled interval. 🔍 Troubleshooting Delivery Issues If a scheduled report has not arrived, work through the steps below before escalating. - Check the spam or junk folder. Ask your client to search their spam folder for emails from info@marketer.report. This is the most common reason reports go missing. - Allowlist the sender address. Your client's IT team or email provider should add info@marketer.report to their safe senders or allowlist. In corporate environments, this may also require allowlisting at the email gateway level. - Verify the recipient address is correct. Return to the report project in Report Builder and confirm the email address entered is free of typos. - Confirm the schedule is active. Open the schedule settings and check that the schedule has not been paused or that a past end date has not been set. - Check that the report contains data. Some configurations will skip sending if the report returns no data. Ensure the date range and filters are returning results when you preview the report manually. - Send a test email. Use the manual send or preview option inside the report project to trigger an immediate delivery to your own inbox. If this email arrives, the schedule and content are correctly configured — the issue is purely a delivery or spam filter problem on the recipient side. ✅ Testing Delivery Step by Step 1. Navigate to Reports in the left sidebar. 2. Open the relevant report project. 3. Temporarily set the recipient address to your own work email. 4. Trigger a manual send. 5. Check your inbox and spam folder for an email from info@marketer.report. 6. If the email arrives in spam, mark it as not spam and add info@marketer.report to your contacts. 7. Once confirmed working, restore the original recipient address and advise your client to add the sender to their allowlist before the next scheduled send. 📋 Quick Reference - Sender address: info@marketer.report - Scheduled reports location: Left sidebar → Reports - First place to check: Recipient's spam or junk folder - Most effective prevention: Allowlisting info@marketer.report before the first send 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.

🛑 Stop Automated Reports After Account Closure

🔍 Why Reports Keep Arriving After Account Closure When a Search Atlas account is closed or a subscription lapses, some automated reports may continue to reach recipients for a short period. This happens because report schedules, recipient lists, and project statuses are not always fully cleared at the moment of deactivation. ✅ What You Can Do If your account is still active and you have access, you may be able to reduce unwanted report delivery by reviewing your report settings and removing recipients or disabling schedules where those options are available to you. However, because the steps required to fully stop outgoing reports depend on backend configuration that varies by account, the most reliable resolution is to contact the Search Atlas support team directly. A support teammate can intervene at the backend to stop unwanted report delivery on your behalf. 🚫 No Access to the Platform If your account has been fully deactivated and you cannot log in, you will not be able to edit reports or projects yourself. In this case, escalate to the Search Atlas support team so they can stop unwanted report delivery at the backend. When reaching out, please have the following ready: - Your account name or email address - The name or type of report still sending emails - The recipient email addresses still receiving reports - The approximate date your account was closed or deactivated 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.

📊 Fix Report Recipients and Agent Issues

📬 Why reports may reach the wrong recipient Reports are sent to the recipient saved in the report, schedule, or delivery settings. This may differ from the email associated with your Search Atlas account, especially if the report was created or scheduled by another user. Atlas does not intentionally send reports to random addresses. A previous recipient, shared report setting, or delivery destination may still be associated with the report. 🔍 Check the report recipient 1. Open the relevant project or report in Search Atlas. 2. Open the report’s sharing, scheduling, or delivery settings. 3. Review the recipient list and remove any address you do not recognize. 4. Add the email address that should receive the report. 5. Save the changes and review the next scheduled delivery. If you cannot find recipient settings, the report may be managed by another project member or may use a saved schedule. Ask the project owner to review and update the delivery settings. ⚙️ Confirm your account email Make sure you are signed in to the correct Search Atlas account and workspace. Being a report viewer does not always make you the report recipient. Your account email and the report’s delivery recipient are separate settings. 🤖 Troubleshoot Atlas Agent failures Atlas Agent may occasionally show an incorrect connection status, fail to complete a large request, or report that an action finished when it did not. These messages can reflect a temporary processing or delivery issue rather than a problem with your connected data source. - Refresh the page and retry the request. - For large reports, split the request into smaller steps. - Confirm that the required project, report, or data source is selected. - Check whether the requested report or file was actually generated before retrying. - For scheduled results, verify the destination and recipient separately. If Atlas Agent says Google Search Console or Google Analytics 4 is disconnected, verify the connection from the relevant project settings. If the connection is active but the message continues, treat the status as potentially incorrect and retry the report. ✅ Prevent future delivery problems - Use a shared team recipient instead of a former employee’s address. - Review recipients whenever you duplicate or transfer a report. - Keep project members and report owners up to date. - After scheduling a report, confirm its recipient and delivery destination. - For important reports, verify that the first delivery arrives as expected. 💬 Get help from our team When contacting support, include the project name, report name, incorrect recipient, approximate time of the issue, and any Atlas Agent message shown on screen. Do not share passwords or private access tokens. 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.

🛑 Stop Automated Reports for Former Clients

🔍 Overview When a client relationship ends, automated reports may continue being sent to the former user's email address. This article explains what information to gather so our team can investigate and stop the affected deliveries. ⚠️ What to Expect Stopping automated reports for a former user may require a backend review of the scheduled report and its recipient settings. Do not assume that removing or changing a user elsewhere in the account will automatically remove the recipient from every scheduled report. 📋 Information to Provide When requesting assistance, have the following details ready: - The Search Atlas account or workspace affected. - The project name and report name, if known. - The recipient email address that is still receiving reports. - The date and approximate time of the most recent unwanted report. - Whether the former user was removed, deactivated, or had their account details changed. 🔧 Resolution Our team can review the affected scheduled report and remove or correct the former recipient's delivery settings. If multiple projects or reports are affected, provide each project name, report name, and recipient email address so they can be checked individually. 🔒 If You Cannot Access the Account If you cannot access the account or the reports continue after the former recipient should have been removed, include the details above when escalating the issue. This allows the team to identify the affected schedules and investigate the backend configuration. 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.