Schedule a report email

Get reports delivered without logging in.

On any saved BI report or standard report, click Schedule.

Frequency - **Daily** — sent at 6 AM the next day - **Weekly** — Mondays at 6 AM, covering the previous week - **Monthly** — 1st of each month at 6 AM, covering the previous month

Recipients Add multiple emails. Each recipient gets the report as a PDF attachment plus an inline summary.

Permissions The schedule runs under the creator's permissions. If they leave the company and are deactivated, the schedule pauses and an admin must take it over.

Pause or delete Open **Settings → Scheduled reports** to see all active schedules across the workspace. Pause or delete any.