Scheduled Reports

Deliver reports automatically on a recurring schedule.

#Purpose

Get reports to stakeholders without manual effort.

Consistent visibility for the people who need it.

Detail	Value
Estimated time	Setup, then automatic
Departments involved	Leadership, Operations
Business modules used	Reports, Automation
AI departments used	—
Required permissions	Reporting access; admin/CEO to trigger a run
Prerequisites	A report schedule with recipients.

Set schedule

Report & recipients.

Job runs

On cadence.

Report delivered

To recipients.

Confirm

First delivery.

Set up a schedule

Choose the report, cadence, and recipients.

The scheduled-reports job runs

It delivers on the cadence you set; an admin or CEO can also run it manually.

Recipients receive it

The report arrives automatically.

Confirm delivery

Check the first scheduled report was received.

No formal approval gate

This workflow does not require a sign-off step, but you can still review before acting.

What you should see

Reports are delivered automatically to the right people on schedule.

If this happens	Try this
A scheduled report did not arrive	Confirm recipients and that email delivery works.
Run it now	An admin or CEO can trigger the scheduled-reports job manually.