Scheduled Reports
Updated 2 months ago
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Scheduled Reports
Use Scheduled Reports when you want recurring CSV exports of a report delivered to your inbox. For example, receive a monthly donation summary every first of the month.
Scheduling is managed from the Reports library. Each report can have one active schedule.
Schedule a Report
Open Reports from the sidebar under Donors & Giving.
Select a report to open its detail panel.
Select Schedule in the footer actions, or open the three-dot menu on the report row and choose Schedule.
The Schedule Report dialog lets you choose frequency, start date and time, and recipient emails.
Choose the Frequency:
Option
Delivery
Choose the Start date and time — the first delivery date. Subsequent deliveries are calculated from this date using the frequency.
Enter Recipient email addresses — comma-separated. Each recipient receives the CSV export as an email attachment when the report runs.
Select Save schedule.
A frequency tag appears on the report row in the library (for example, "Monthly") and in the detail panel. The next delivery date is calculated automatically.
View Schedule Status
The detail panel for a scheduled report shows the frequency and delivery information. The Reports library also shows a schedule pill with the frequency label for each scheduled report.
Scheduled reports can be filtered using the Scheduled source filter in the library sidebar.
Remove a Schedule
Open the scheduled report's detail panel.
Select Schedule.
Select Remove in the dialog.
Confirm the removal.
The report is no longer delivered by email, but the report definition and its data remain in the library.
How Delivery Works
Scheduled reports are processed by a background job that runs periodically. When a report is due, the system generates a CSV file from the report's column and filter definition and emails it to all recipient addresses.
The CSV uses the report's current filter and column settings. If you edit the report after scheduling it, subsequent exports use the updated definition.
Snapshot reports capture the data at the time the schedule runs, not the time the report was created.
Test emails are not sent for scheduled reports. To preview the output, use Run now or Export from the detail panel to download a CSV.
Scheduled reports use the organization's saved email settings and are not changed by domain verification. See Email Settings for how sender identity and verified sending work.
Permissions
Your role controls whether you can schedule, edit, or remove report schedules. If the Schedule button is missing from the detail panel, your account may not have the reports manage permission.