Scheduling reports

Set up a recurring cadence for a report type or custom template and manage an existing schedule.

A schedule ties a report type, or a specific custom report template, to a recurring cadence, so the same report lands on your desk automatically without you having to remember to regenerate it. Click Schedule next to a report group to create one.

The schedule form

• Frequency: Hourly, Daily, Weekly, or Monthly.
• Day of week: only shown for a weekly schedule.
• Day of month: only shown for a monthly schedule, from 1 to 28 (so every month has that day).
• Time: hidden for an hourly schedule, since it just runs every hour.
• Email me when a new report is generated: on by default.

Managing an existing schedule

Once a schedule exists, the report group shows a status badge (its frequency and next run date, or Paused if it's disabled) with a menu to:

• Edit schedule: reopen the form above with the current values filled in.
• Pause or Resume: temporarily stop a schedule from running without deleting it.
• Delete schedule: remove it entirely. This cannot be undone.

Plan requirements

Scheduling needs an eligible plan. If your organisation doesn't qualify, the Schedule button is replaced with an Upgrade to schedule link, but a schedule created before a downgrade stays visible and can still be paused or deleted. Only creating a new schedule, or resuming a paused one, requires the plan.