Scheduled reports

A report schedule generates a report on a schedule and emails it. Anyone who can generate reports (owners, admins, technicians and analysts) can schedule them, from the Reports page in the portfolio or a customer's workspace.

Create a schedule

1. On Reports, choose Schedule.
2. Pick the report type and, for customer reports, the customer.
3. Choose when:
   • weekly, on a weekday;
   • monthly, on a day from 1 to 28;
   • quarterly, on that day in January, April, July and October.
4. Choose the hour and time zone. By default it's 07:00 in the customer's time zone (or UTC).
5. Add recipients (up to 20).

Recipients

Recipients must already be known to the workspace:

• active members of your team;
• for a client report about one customer, that customer's contacts and portal users. Add a contact first (see Customer contacts), then schedule.

Internal reports (action plan, internal progress, portfolio compliance) go to your team only. Recipients are checked again when the report is sent, so someone who left isn't emailed.

What's sent

• The PDF is attached when it's small enough (under 8 MB), otherwise linked.
• Team members also get a link to the Reports page.
• Generated reports show Scheduled · emailed, or email failed.

Manage schedules

From each schedule's menu: Send now, Pause, Resume, Edit and Delete.

If the workspace already has two reports generating when a schedule is due, the schedule shows Waiting… and tries again shortly; nothing is lost. Send now is refused with "Please wait" in that case.

Schedules for archived customers, and in suspended workspaces, wait. A workspace can have up to 200 schedules.