Scheduling Reports

The Scheduler automates report generation and delivery based on a pre-defined template. A single template can be scheduled multiple times — for different customers, time zones, or recipient groups — without duplication.

Prerequisites: At least one report template must exist before creating a scheduler event.

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1. Navigate to Reporting ⇾ Scheduling.
2. Click + Scheduled report.
3. Configure the event (see fields below).
4. Click Add.

Field	Description
Name	Unique name for this scheduler event
Event type	Always Generate Report
Report template	The template to use for generation
User	The user account whose data access permissions are applied when the report runs. The report includes only the data accessible to this user.
Time zone	Time zone used for interpreting the schedule and for relative time windows in the report
Recipients	One or more user groups or individual users. Configure delivery channels (Web, Email, Mobile app, Slack, SMS, Microsoft Teams) per recipient.
Notification template	The notification template used to wrap the report delivery message
Start time	When the first report generation should occur
Repeat	Daily, Weekly, or Monthly

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All reports produced by the scheduler are stored and accessible on the Reports tab.

1. Navigate to Reporting ⇾ Reports.

Available actions per report:

• Download the generated PDF or CSV file
• Remove the report from storage

You can also filter reports by report template or by the user whose credentials were used to generate the report.