How do I schedule automated report generation and delivery?

You can schedule reports to be generated and emailed automatically at regular intervals — daily, weekly, monthly, quarterly, or yearly.

How to create a scheduled report

1. Go to Reports → Scheduled Reports tab
2. Click "Create Schedule"
3. Configure the schedule:
   • Select a saved report: Choose from your saved report configurations (you must save a report first)
   • Set frequency: Daily, Weekly, Monthly, Quarterly, or Yearly
   • Set timing: Choose the day of week/month, time of day, and timezone
   • Set reporting period: Previous Month, Previous Quarter, Previous Year, Year-to-Date, or custom rolling months
4. Add recipients:
   • Quick-add tenant emails from the selected report's buildings
   • Enter custom email addresses manually
   • Set recipient type: To, CC, or BCC
5. Choose output format: PDF, Excel, or Both
6. Click "Create Schedule"

Managing scheduled reports

• Pause/Resume: Toggle a schedule on or off without deleting it
• View run history: See past runs with status (success, partial, failed), delivery stats, and error messages
• Edit: Modify frequency, recipients, or other settings
• Delete: Remove the schedule entirely

Run status indicators

• Green checkmark: Report generated and delivered successfully
• Yellow warning: Partially successful (some emails may have failed)
• Red X: Generation or delivery failed — check the error message
• Grey clock: Pending or not yet run

Prerequisite: You need at least one saved report to create a schedule. Go to Reports → Create Report first, generate it, then save the configuration.

Where to find it: Reports → Scheduled Reports tab → Create Schedule.