Scheduled Report Delivery

Scheduled Report Delivery automatically generates a report on a recurring schedule and emails it — as a CSV attachment — to the people you choose, so stakeholders receive their numbers without logging in.

Overview

A scheduled report lets you:

• Pick one of the canned reports (Summary, Tickets, Time, Profit & Loss, Revenue by Client, or Expense Summary)
• Choose how often it runs — daily, weekly, or monthly
• Choose the look-back window for the operational reports (Summary, Tickets, Time)
• Send it to one or more email recipients
• Pause and resume delivery without deleting the schedule
• See when each schedule last ran, whether the last run succeeded, and when it runs next
• Preview exactly what recipients will receive before it sends
• Run a schedule now on demand instead of waiting for its next scheduled run

Scheduled Report Delivery is part of the Professional and Enterprise plans. On lower tiers the page prompts you to upgrade.

Navigate to the page

Go to Reports → Scheduled Delivery in the sidebar (/reports/scheduled). Like the rest of the Reports section it requires the reports.read permission; creating, editing, pausing, and deleting schedules require reports.create, reports.update, and reports.delete respectively.

Create a schedule

1. Click Schedule a report.
2. Give the schedule a Name (used as the email subject).
3. Pick the Report to deliver.
4. Pick the Period — the look-back window. This applies to the Summary, Tickets, and Time reports; the financial reports (Profit & Loss, Revenue by Client, Expenses) use their own default range.
5. Pick the Cadence — Daily, Weekly, or Monthly.
6. Enter one or more Recipients as comma-separated email addresses.
7. Click Create schedule.

The schedule's first run is set one cadence interval from when you create it (e.g. a weekly schedule first runs about a week later).

Manage schedules

The table lists every schedule with its report, cadence, recipient count, status, next run, and last run.

Action	How
Preview	Click the preview (eye) button to open a window showing the report exactly as recipients will receive it. Nothing is sent. Available to anyone with reports.read.
Run now	Click the run (send) button to deliver the report immediately to its recipients, without waiting for the next scheduled run. This does not change when the schedule next runs — the regular cadence continues. A toast confirms whether the report was sent.
Pause / Resume	Click the pause/play button. Paused schedules are skipped by the delivery job until resumed.
Edit	Click the edit button to change the name, report, period, cadence, or recipients. Changing the cadence recomputes the next run time.
Delete	Click the delete button to remove the schedule permanently.

note

Preview and Run now render the report on demand, so they reflect your data at the moment you click — handy for confirming a new schedule looks right before its first scheduled send.

Delivery and failures

A background job runs every hour and sends any schedule that is due. Each run records its outcome:

• Active / Paused badge shows whether the schedule is running.
• A Last run failed badge appears if the most recent attempt did not send (for example, your organization has no email sender configured). The schedule still advances to its next run, so a single failure does not stop future deliveries.

The report is attached to the email as a .csv file. Delivery uses your organization's configured email sender (the platform relay, Microsoft 365, or SMTP), the same as other Ascent emails.