Schedule recurring report delivery

Scheduled reports send a report to a list of recipients on a regular schedule. Open them from Reports > Scheduled. Each row shows the schedule name, source report, schedule, recipients, last run, next run, status, and owner.

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Edit a schedule

Open a schedule to change:

• Cadence: daily, weekly, or monthly.
• Recipients: pick users, groups, or external email addresses, or use a preset such as Admins, Workspace owners, or IT leadership.
• Format: CSV, Excel, or PDF.
• Time zone: the time zone the schedule runs in.

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Run a report now

To send a fresh copy outside the normal schedule, for example at the start of a review cycle:

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Disable or delete a schedule

Disabling a schedule, deleting it, or changing its owner asks for confirmation. Recipients are not told when a schedule stops, so check before you disable one.