Create Automated Report Schedules

Choose a report (built or template) and set a schedule. The report will run automatically at the specified times.

• Select Report: Pick any report you have access to
• Set Schedule: Configure when the report runs (daily, weekly, monthly, custom)
• Parameters: Set default parameters (e.g., last 7 days, last month) for scheduled runs

Email Delivery

Reports are delivered via email. Add one or more recipients. Attach the report as CSV, XLSX, or PDF depending on your preference.

• Recipients: Add email addresses for yourself, managers, or staff
• Format: Choose attachment format (CSV, XLSX, PDF)
• Subject: Customize email subject (e.g., "Weekly Sales Report - {{date}}")

Configurable Frequency

Set how often the report runs. Common options include daily (e.g., end-of-day), weekly (e.g., Monday morning), or monthly (e.g., 1st of month).

Run History

View a history of all scheduled runs: when they ran, whether they succeeded or failed, and any error messages. Helps troubleshoot delivery issues.

Resume Paused Schedules

Pause a schedule when you don't need it (e.g., vacation, seasonal closure). Resume when ready—no need to recreate the schedule.