Scheduled reports and delivery explained

How scheduled reports work: cadence, ready templates, recipients, pause/resume, and email delivery via org channels.

Schedules generate report runs automatically from a ready template. Delivery depends on organization email channels and recipient list on the schedule.

scheduled reports and delivery explained
scheduled reports and delivery explained

What it is

A schedule stores template, format (PDF/XLS), project/context scope, filters, branding, cadence, and recipients. Each fire creates a run under Generated reports. You can pause, resume, edit, delete, or Run now.

Delivery notes

  • Email uses org notification / delivery channel configuration (owner-managed).
  • Failed runs stay in history with errors — fix scope or package limits and retry.
  • Multi-region templates require enough contexts in scope.

Where to find it

Reporting → Scheduled reports.

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