How to schedule and automate deliverability reports in Inboxally

If you’re sending marketing emails, you already know that deliverability isn’t just a buzzword—it’s the difference between landing in the inbox or the spam folder. Keeping tabs on how your emails are performing, though, is a pain if you have to pull reports by hand every time. This guide is for anyone who wants to set up Inboxally to spit out deliverability reports on a schedule, so you can stop babysitting dashboards and actually get on with your day.

Inboxally (inboxally.html) isn’t magic, but it does make it a lot easier to see what’s working (and what’s not) with your email campaigns. Here’s how to set up scheduled deliverability reports, automate the process, and avoid the common traps people fall into.

Why Automate Deliverability Reports?

Let’s be honest—manually checking deliverability eats up time you don’t have. Automation means:

  • You get regular updates without remembering to check.
  • You spot problems faster, before they tank your sender reputation.
  • You have a paper trail for your boss or clients (if you need to cover your butt).

But don’t get suckered in by the promise of “set it and forget it.” You’ll still need to sanity-check the numbers and tweak things as you learn. Automation just cuts out the grunt work.

Step 1: Get Familiar With Inboxally Reports

Before you schedule anything, it helps to know what Inboxally reports actually give you. You’ll see metrics like:

  • Inbox, spam, and promotions tab placement
  • Engagement rates (opens, clicks, replies)
  • ISP breakdowns (Gmail, Outlook, etc.)
  • Trends over time

What you won’t get: a magic solution to all your deliverability problems. Think of these reports as a regular health check—not a replacement for common sense or proper list hygiene.

Pro tip: Decide which metrics you actually care about. If you’re just forwarding reports to your boss to keep them happy, you might not need every chart.

Step 2: Decide Who Needs the Reports (and How Often)

Don’t just set up a daily report for everyone—you’ll train people to ignore them. Be strategic:

  • Daily: Only if things are on fire or you’re running a high-volume campaign.
  • Weekly: Good for most teams who actually need to take action.
  • Monthly: Fine for execs or clients who just want the highlights.

List out who should get reports and how often. If you’re not sure, start with weekly. You can always adjust later.

Step 3: Set Up Your Deliverability Reports in Inboxally

Here’s the nitty-gritty. Inboxally’s UI changes from time to time, but as of now, here’s how you do it:

  1. Log in to your Inboxally account. Obvious, but worth stating.
  2. Navigate to the Reports section. (Usually on the left sidebar—look for “Reports” or “Deliverability Reports.”)
  3. Choose your campaign or sender profile. You’ll want to set up reports for each major brand, domain, or sender address you’re tracking.
  4. Select the report type. Inboxally gives you options—overall deliverability, ISP breakdown, engagement, etc. Pick what matters for your goals.
  5. Set your date range and filters. Most people stick to weekly or monthly, but you can get granular if needed.
  6. Preview the report. Make sure it’s actually showing you useful data. If not, tweak the filters.

Don’t overthink it. Start with a simple report—if the first one is a mess, it’s easier to fix a small mistake than a complicated setup.

Step 4: Schedule the Report

Here’s where you tell Inboxally to do the work for you. Scheduling is pretty straightforward:

  1. Find the “Schedule” or “Automate” option—usually at the top or bottom of the report setup page.
  2. Choose your delivery frequency (daily, weekly, monthly). Match this to your plan from Step 2.
  3. Set the time and timezone. If your team’s scattered across time zones, pick one that makes sense for when people actually check email.
  4. Add recipients. Enter the emails of everyone who should get the report. Double-check these—nothing says “I don’t care” like sending reports to the wrong folks.
  5. Pick your format. Inboxally usually offers PDF, CSV, or sometimes Excel. PDF is easy to read, CSV is good if you want to do your own number crunching.

Pro tip: Don’t CC your whole team “just in case.” Start with the people who need it. You can always add more.

Step 5: Test Your Scheduled Report

Before you trust Inboxally to handle everything, send a test:

  • Use the “Send Test” or “Preview Email” option.
  • Check: Does the report actually show up? Can you open it on your phone? Is the data useful or just noise?
  • Look for ugly formatting or missing metrics. It happens.

If something’s broken, tweak the report and try again. Don’t assume it’ll work perfectly the first time.

Step 6: Automate Further With Integrations (If You Actually Need To)

Inboxally integrates with some third-party tools—Zapier, email clients, maybe Slack. But honestly, unless you’ve got a complicated workflow, you probably don’t need to get fancy.

Reasons to use integrations:

  • You want reports saved automatically to Google Drive or Dropbox.
  • You want a Slack alert when a new report is ready.
  • You need to trigger an action (like pausing a campaign) if deliverability tanks.

If this sounds like overkill for your team, skip it. Don’t spend hours wiring up automations just to shave off 30 seconds of manual work.

Step 7: Actually Use the Reports (Instead of Just Archiving Them)

This sounds obvious, but a lot of teams set up automated reports and then… never look at them.

Some ways to get value:

  • Set a calendar reminder to review the report when it lands.
  • Look for trends, not just one-off spikes. Is Gmail always worse than Outlook? Did deliverability tank after you changed copy?
  • Share wins and problems. If something’s working, let the team know. If you’re seeing a slow decline, talk about it before it becomes a crisis.

Pro tip: If you find yourself ignoring the reports, change the frequency or format. Better to get one report you’ll actually read than five you always delete.

What to Ignore (And What Not to Get Suckered By)

  • Don’t obsess over every little dip. Some day-to-day fluctuation is normal.
  • Don’t assume the numbers tell the whole story. If deliverability drops, it could be a content issue, a list quality problem, or just a weird week for Gmail.
  • Don’t forward reports to execs without context. A scary-looking graph is just going to create panic unless you explain what’s going on.
  • Don’t try to automate everything. Some judgment calls still need a human brain.

Common Pitfalls (And How to Dodge Them)

  • Too many reports: If everyone’s getting more emails, nobody’s reading them. Start small.
  • Wrong report settings: Double-check that the date range, filters, and metrics actually match your goals.
  • Relying on reports alone: Use them as a jumping-off point, not gospel truth.
  • Ignoring deliverability basics: No automated report will fix bad list hygiene, spammy copy, or poor sender reputation.

Keep It Simple, Iterate as You Go

Automating deliverability reports in Inboxally saves you time, but only if you set it up thoughtfully. Don’t let the hype fool you—automation is just a tool, not a silver bullet. Start with the basics, check your reports regularly, and tweak your setup as you learn what’s actually helpful.

You don’t need a complicated system to keep your email program healthy. Just make it easy to spot problems, share wins, and keep moving forward. If something stops being useful, change it. That’s really all there is to it.