How to Create Scheduled Reports

This guide quickly shows how to set up automated email reports so teams receive the right data on schedule without manual effort. It walks you through choosing recipients (internal and external), assigning entities and notes, configuring recurrence and variant date rules, selecting report groups and file formats, then saving the job. Follow it to ensure consistent, timely distribution of memorized reports.

14 steps

How to Navigate to Scheduled Reports

From the navigation menu, select **Reports**.

Select **Scheduled Reports**.

Schedule Reports Overview

How to Create Scheduled Reports

Select **Add New Scheduled Report**.

Select the **Title** field > Enter a **report title**.

Select **Internal Recipients** > Select the required **internal users**.

Select **External Recipients** field > Enter the required **external email addresses**.

Select the **Notes** field > Enter required **notes**.

Select the **Entity** dropdown menu > Select the required **entity**. **NOTE:** You can select multiple entities.

Select **Recurrence Settings**.

Select the required **recurrence settings** > Select **Done**.

Toggle on **Variant Date** > Set the **Variant Date Rule** accordingly.

Select the **Memorized Report Group(s)** to schedule > Set the **Date Offset (Days)**, if applicable > Select the report's **file format** for emailing.

Select **Save**.

How to Create Scheduled Reports

14 steps

How to Navigate to Scheduled Reports

From the navigation menu, select **Reports**.

Select **Scheduled Reports**.

Schedule Reports Overview

How to Create Scheduled Reports

Select **Add New Scheduled Report**.

Select the **Title** field > Enter a **report title**.

Select **Internal Recipients** > Select the required **internal users**.

Select **External Recipients** field > Enter the required **external email addresses**.

Select the **Notes** field > Enter required **notes**.

Select the **Entity** dropdown menu > Select the required **entity**. **NOTE:** You can select multiple entities.

Select **Recurrence Settings**.

Select the required **recurrence settings** > Select **Done**.

Toggle on **Variant Date** > Set the **Variant Date Rule** accordingly.

Select the **Memorized Report Group(s)** to schedule > Set the **Date Offset (Days)**, if applicable > Select the report's **file format** for emailing.

Select **Save**.