Scheduled Reports & Delivery

​

Overview

Scheduled reports automatically generate and deliver a custom report’s data on a recurring basis. Instead of manually opening a report and exporting it each time, you can set up a schedule that runs the report and sends the results to email recipients, a data endpoint (such as an S3 bucket), or both. Scheduled reports are built on top of custom reports. You must first save a custom report before you can schedule it.

​

Creating a Scheduled Report

1. Open the custom report you want to schedule.
2. Select Schedule Report from the dropdown menu.
3. Configure the schedule settings (described below).
4. Click Schedule.

You can also create scheduled reports from the Scheduled Reports page.

​

Repeat Cycle

Choose how often the report should run:

​

Active Window

Every schedule has a from and until date that define when the schedule is active:

• The schedule will not run before the from date or after the until date.
• For once schedules, only the schedule on date is required.
• The active window determines the total lifespan of the schedule, not the data range in the report itself — the report’s own filters control what data is included.

​

Timezone

Select the timezone used for schedule timing. The schedule runs when the time in the selected timezone matches the configured time. This is important for organisations operating across multiple timezones — a daily report set to 8:00 AM in London will run at a different UTC time than one set to 8:00 AM in New York.

​

File Format

Select the export format for the generated report file:

• Excel (XLSX) — recommended for most use cases
• CSV — for data imports and universal compatibility
• ODS — for open-source spreadsheet applications
• XLS — for legacy Excel compatibility
• HTML — for browser viewing

​

Delivery Options

​

Email Delivery

Enter one or more email addresses (comma-separated) in the recipients field. When the report is generated, each recipient receives an email with a download link for the exported file. The Send email if report is empty toggle controls whether recipients receive an email when the report generates no data. When enabled, recipients receive a notification that the report was empty. When disabled, no email is sent for empty reports. You can optionally add a custom email body message that is included in the notification email. This supports rich text formatting.

​

Data Endpoint Delivery

If your organisation has configured data endpoints (external storage locations such as S3 buckets), you can direct scheduled report exports to a data endpoint in addition to or instead of email delivery. Select one of the following delivery modes:

• Email — Send to email recipients only
• Data Endpoint — Publish to a configured data endpoint only
• Both — Send to email recipients and publish to a data endpoint

​

Configuring Data Endpoints

Data endpoints are configured from the Data Endpoints section in admin. Each endpoint represents an external storage location where report files are automatically delivered. Currently, the platform supports Amazon S3 endpoints. To create a data endpoint:

1. Navigate to Data Endpoints
2. Click Create data endpoint
3. Enter a Name to identify the endpoint
4. Select Amazon S3 as the type
5. Enter your AWS credentials:

6. Click Save

Once created, the endpoint appears in the delivery destination dropdown when creating or editing scheduled reports.

​

Managing Scheduled Reports

​

Viewing Schedules

Navigate to Scheduled Reports from the reports listing page to see all active and past schedules. Each entry shows the schedule name, frequency, last run date, and delivery destination.

​

Editing a Schedule

1. Open the scheduled report from the Scheduled Reports page.
2. Modify any settings (repeat cycle, recipients, format, active window, etc.).
3. Click Save.

​

Deleting a Schedule

1. Open the scheduled report.
2. Click Delete.
3. Confirm the deletion.

Deleting a schedule stops future runs. Past exports generated by the schedule remain available in the Report Exports section.

​

Dispatching Immediately

You can trigger a scheduled report to run immediately without waiting for the next scheduled time:

1. Open the scheduled report.
2. Click Dispatch Now.
3. Confirm the dispatch — a confirmation shows which recipients will receive the report.

The report is generated and delivered using the schedule’s configured format and recipients.

​

Report Exports

The Report Exports page provides a centralised view of all generated report files — whether from manual exports, scheduled reports, or immediate dispatches.

​

Export Status

Each export entry shows one of three states:

​

Downloading Exports

Click the download button next to any completed export. The download uses a signed URL — this means the link works without requiring you to be logged into the admin panel, but it expires after a limited time. For large reports that were split into multiple files during generation, the system automatically combines them into a single downloadable file.

​

Export Notifications

When you trigger a manual export, the system displays a confirmation showing which email address will be notified when the export is ready. You can continue working and return to download the file later. If an export fails, you receive a failure notification email explaining what went wrong. Common causes include reports that exceed the maximum row limit — in these cases, use additional filters to reduce the dataset size before re-exporting.