Schedule a report

What you will have

• Add a schedule to a saved report so it emails a CSV of its own data without anyone opening it by hand.
• Pick how often it goes out, at what time, and who is on the send.
• Read the schedule row for what it will do next, and change it later without deleting it.

Why it works this way

Steps

1. 1

   Open a saved report and click New schedule in its Schedule card.

   The Schedule card sits under the report's own chart or table. New schedule opens a blank form; an existing schedule already on this report would list here instead.

   

2. 2

   Pick Repeats, the day, and the time.

   Repeats offers Every day, Every week, or Every month. Every week adds a Day of the week field. Time is a plain clock field, and the note underneath it repeats that this is the instance's own time, not the reader's.

   

3. 3

   Click Add recipient, type an address, and pick it.

   Typing searches staff and client contacts by name or email, and also offers Send to the exact text typed, so an address with no account on this instance can be added the same way.

   

4. 4

   Click Create.

   Sent to now shows the picked address as a chip. Create adds the schedule; Cancel discards the form without saving anything.

   

5. 5

   Read the new row in the Schedule table.

   When names the cadence in plain words, Sent to lists the recipients, and Last send reads Not sent yet until its first occurrence goes out. Turn off pauses it without deleting it.

   

6. 6

   Click the row to change it, then click Save.

   Clicking anywhere on a schedule's row reopens the same form, pre-filled, for that schedule. Nothing about a schedule can be changed without reopening it this way; there is no inline edit on the row itself.

   Note: The Trash icon on a schedule's row deletes it outright, with a confirm dialog first. Turn off is the reversible choice; delete is not.

   

7. 7

   Read the result after the change.

   The row now shows the new time. A schedule always shows exactly one occurrence description at a time; there is no history of earlier edits on this screen.

   

Other ways to do this

If it did not work

• If this instance has no mailbox connected, a schedule still saves, but its next occurrence fails loud: the row's Last send names the missing mailbox instead of a date, rather than sending from a stranger's address or failing silently.
• Deleting the saved report itself removes every schedule on it; there is no way to keep a schedule once its report is gone.

Questions this page answers