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# 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**.

<figure><img src="/files/npHQtkLXllsvfiSNP8qH" alt="The Schedule Report dialog lets you choose frequency, start date and time, and recipient emails."><figcaption><p>The Schedule Report dialog lets you choose frequency, start date and time, and recipient emails.</p></figcaption></figure>

4. 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                 |
5. Choose the **Start date and time** — the first delivery date. Subsequent deliveries are calculated from this date using the frequency.
6. Enter **Recipient email addresses** — comma-separated. Each recipient receives the CSV export as an email attachment when the report runs.
7. 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](/guides/advanced-features/reporting-and-analytics.md)