Scheduled Report Emails

Users with Reports access can schedule any report whose card offers Email Report. Use it when a recipient needs a regular snapshot with agreed filters and dates. The email is a delivery method; the reader still needs to review the figures.

Before you start

Open the Reports list and find the report card. Decide which recipient, period, filters, and delivery time are appropriate. Scheduling starts from the card, not the report results page.

Set the schedule

1. Set the report card's parameters, then select Email Report and enter the recipient.
2. Select Schedule Recurring Email Delivery. Choose Frequency and Time. Weekly schedules need Week Day; monthly schedules need Day Type and, for a specific day, Day of Month. The time zone beside Time belongs to the signed-in user.
3. If the report has a date parameter, choose Report Date Option. A relative range such as Last Month advances with the schedule. Single-date reports offer Last Remembered Dates, Today, and Yesterday.
4. Select Save Schedule. Check for the clock icon on the report card and the Emailing ... line under Email Report. Review the recipient, timing, filters, and period choice.
5. When the first email arrives, compare it with a fresh report before relying on a material figure.

Change or stop delivery

On the report card, select Stop Email next to the Emailing ... line to remove your schedule. To change it, set the new card options and save again. Each user has one schedule per report, so the new schedule replaces the old one. One email may still arrive at the prior time while the change takes effect.

If an email doesn't arrive

• Schedule missing: Check the clock icon, Emailing ... line, recipient, and saved report parameters.
• Timing differs: Scheduled email processing runs hourly; delivery can take up to 30 minutes after that cycle.
• Owner deactivated: An active user needs to create a replacement schedule.
• Still missing: Ask an administrator to investigate after confirming the report still runs with its saved parameters.