> ## Documentation Index
> Fetch the complete documentation index at: https://broker-docs.newyorkcityservers.com/llms.txt
> Use this file to discover all available pages before exploring further.
# 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.