The Reports Scheduling feature allows Managers to automatically receive specific reports by email on a recurring basis (daily, weekly, or monthly).
This ensures timely insights, consistency, and reduces the need to manually generate or share reports.
This feature helps you:
- Automate recurring reports
- Send reports to multiple recipients at once
- Ensure consistent delivery (daily/weekly/monthly)
- Save time and avoid manual report generation
- Standardize insights across your team
1. Creating and Managing Report Schedules
You can access the Scheduling options from within any report by clicking the Schedule button.
When the Schedule modal opens, you have two options:
Create New Schedule Report
Configure a new automated report delivery.
Active Schedule Reports
View and manage all existing automated report deliveries.
2. Creating a New Schedule
A. Basic Information
Schedule Name
Give the schedule a clear, descriptive name (e.g., “Weekly Client Summary”).
Recipients
Specify who will receive the report by email.
- Type one or more email addresses separated by comma (e.g., manager1@company.com, manager2@company.com)
B. Frequency: When the Report Runs
You can schedule reports Daily, Weekly, or Monthly.
The Execution Time applies to all frequency types.
Daily
The report is sent every day at the selected time.
Weekly
Select one or more days of the week.
The interface displays weekday buttons (Monday, Tuesday, Wednesday etc.).
Multiple days can be selected.
Monthly
When selecting Monthly, you configure both the months and days when the report will run.
- Months
Choose between:
- Every Month
- Specific Months (select one or more)
- Day Type
Choose how the schedule should determine the day(s):
Day of Month
Select exact calendar dates (e.g., 1, 10, 15).
Multiple dates can be added.
Day of Week
Choose position + weekday combinations such as:
- First Monday
- Second Wednesday
- Last Friday
You can add multiple rules.
Execution Time
Select the specific time of day the report should be delivered (e.g., 09:00, 14:30).
This applies to all frequency types (Daily, Weekly, Monthly).
C. Report Content
The scheduled report uses the filters from the report page where the Schedule button was opened (e.g., date range, guards, clients).
You may also override these filters within the scheduling modal if needed.
Date Range
The date range you select defines the content of your first scheduled report.
For every future run, the system automatically moves this time window forward while keeping the same duration (e.g., “Last 7 Days,” “Last Month”).
This ensures each scheduled report always reflects the correct period without requiring manual updates.
Example:
• If the report is scheduled with a “Last 7 Days” range, every automated delivery will contain the latest 7 days.
3. Managing Active Schedules
The Active Schedule Reports tab displays all automated report schedules you have configured.
Each schedule card shows the key settings used for that report.
For each schedule, you will see:
- Schedule Name
• Recipients
• Frequency
• Next Run (date and time of the next scheduled delivery)
• Created On
• Filters used for the report, such as:
– Date Range
– Clients / Guards / etc., depending on the report - Actions, including:
- Edit the schedule
- Copy the schedule
- Delete the schedule
Each schedule appears as its own card, making it easy to review and manage multiple automated reports at once.
