Scheduled Reports

Create and manage automatic email delivery for services and invoice reports.

Scheduled reports send report files to selected email recipients. The Scheduled Reports table shows each schedule and its run times.

Before You Create A Schedule

• You must have the Admin role.
• You must have at least one valid recipient email address.
• The Invoice Report card is available only when your broker account has invoices.
• Set your Display Timezone in Account Settings before you select a schedule time.

Report Types And Formats

Report card	Report option	Scheduled file
Services Report	Service Status Filter: Active Services, Cancelled Services, or All Services	Microsoft Excel .xls file
Invoice Report	Date Range: Last 30 days, Last 3 months, Last 6 months, or This year	PDF file of paid invoices

Create A Scheduled Report

Open The Schedule Form

1. Select Reports in the Analytics section of the sidebar.
2. Find the report in Available Reports.
3. Select Schedule on the report card.
4. Confirm that Schedule Report is selected.

Configure The Report

1. Enter a Report Name.
2. Select the report option.
3. Select Daily, Weekly, or Monthly in Frequency.
4. Select or enter Day when the field is shown.
5. Enter Time.

For a weekly schedule, Day contains Sunday through Saturday. For a monthly schedule, enter a day from 1 through 31. A daily schedule does not show Day.

Add Recipients And Save

1. Enter the email addresses in Recipients.
2. Separate multiple email addresses with commas.
3. Select Create Schedule.

The panel creates an Active schedule. The schedule appears in the Scheduled Reports table.

Timezone And Recurrence Behavior

The Time field uses your current display timezone. The panel converts this value to UTC when it saves the schedule.

Your saved Display Timezone applies. Otherwise, the broker default timezone applies.

The Schedule, Last Run, and Next Run columns use your current display timezone. The Schedule column also shows a timezone abbreviation.

The panel calculates Next Run when it creates a schedule. It recalculates Next Run when you change the frequency, day, or time.

Recipients And Delivery

You can add up to 10 recipient email addresses. The panel removes duplicate addresses without regard to letter case. It sends each successful scheduled report as an email attachment.

The Services Report attachment is an .xls file. The Invoice Report attachment is a PDF file.

Review A Schedule

The Scheduled Reports table shows each schedule with its Last Run, Next Run, and Status (Active or Inactive). Last Run shows a dash before the first successful run.

Run A Report Now

Run Now is available for Services Reports and Invoice Reports.

1. Find the schedule in Scheduled Reports.
2. Select the Run Now action.
3. Review the Run Report Now confirmation.
4. Select Run Now.

A successful manual run emails the report to all recipients. It updates Last Run. It does not change Next Run.

Edit A Schedule

1. Find the schedule in Scheduled Reports.
2. Select Edit.
3. Change the required fields in Schedule Report.
4. Select Update Schedule.

The panel recalculates Next Run only when you change the frequency, day, or time.

Delete A Schedule

1. Find the schedule in Scheduled Reports.
2. Select Delete.
3. Review the Delete Scheduled Report confirmation.
4. Select Delete.

Deletion is permanent. Select Cancel to keep the schedule.

Scheduled report actions apply only to reports for the current broker account.