Scheduled Reports

Use Scheduled Reports when you want recurring CSV exports of a report delivered to your inbox. For example, receive a monthly donation summary every first of the month.

Scheduling is managed from the Reports library. Each report can have one active schedule.

Schedule a Report

1. Open Reports from the sidebar under Donors & Giving.

2. Select a report to open its detail panel.

3. Select Schedule in the footer actions, or open the three-dot menu on the report row and choose Schedule.

The Schedule Report dialog lets you choose frequency, start date and time, and recipient emails.

1. Choose the Frequency:

   Option	Delivery
   Once	A single export at the specified date and time
   Daily	Every day starting from the specified date
   Weekly	Every week on the specified day
   Monthly	Every month on the specified date
   Every 3 months	Quarterly on the specified date
   Every 6 months	Semi-annually on the specified date
   Yearly	Annually on the specified date

2. Choose the Start date and time — the first delivery date. Subsequent deliveries are calculated from this date using the frequency.

3. Enter Recipient email addresses — comma-separated. Each recipient receives the CSV export as an email attachment when the report runs.

4. Select Save schedule.

A frequency tag appears on the report row in the library (for example, "Monthly") and in the detail panel. The next delivery date is calculated automatically.

View Schedule Status

The detail panel for a scheduled report shows the frequency and delivery information. The Reports library also shows a schedule pill with the frequency label for each scheduled report.

Scheduled reports can be filtered using the Scheduled source filter in the library sidebar.

Remove a Schedule

1. Open the scheduled report's detail panel.

2. Select Schedule.

3. Select Remove in the dialog.

4. Confirm the removal.

The report is no longer delivered by email, but the report definition and its data remain in the library.

How Delivery Works

Scheduled reports are processed by a background job that runs periodically. When a report is due, the system generates a CSV file from the report's column and filter definition and emails it to all recipient addresses.

• The CSV uses the report's current filter and column settings. If you edit the report after scheduling it, subsequent exports use the updated definition.

• Snapshot reports capture the data at the time the schedule runs, not the time the report was created.

• Test emails are not sent for scheduled reports. To preview the output, use Run now or Export from the detail panel to download a CSV.

Permissions

Your role controls whether you can schedule, edit, or remove report schedules. If the Schedule button is missing from the detail panel, your account may not have the reports manage permission.

Related Guides

• Reporting and Analytics