Schedule a report

A scheduled report runs automatically and emails each recipient a link to their file in Downloads. The file itself is never attached. Each recipient gets their own file containing only the data they're allowed to see.

Create a schedule

1. Open the report and set the filters and columns you want.
2. Select Schedule.
3. Fill in:

Field	What it does
Schedule name	Identifies the schedule.
Repeat	How often: daily, weekly or monthly.
On / On day	The day of the week or month.
At	The time.
Format	The file format.
Period	For date filters, the period each run covers, for example the previous month.
Recipients	People in your organisation.
Active	Whether it runs.

4. Select Save schedule.

Manage schedules

Scheduled reports lists your schedules with When, Recipients, Next run and Last run. From a row you can Edit, Pause or Resume, or Delete schedule. Deleting stops future runs; files already prepared stay in Downloads until they expire.

Example

A monthly Salary status to the finance head: Repeat monthly, On day 2, At 08:00, period previous month.