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How to Schedule a Report

Instead of generating reports manually each time, you can schedule them to be delivered automatically on a recurring basis. Scheduled reports are sent to your email in the format you choose.

The report scheduling dialog

Steps​

  1. Click Reports in the left sidebar.

  2. On the Generate tab, configure your report the same way you would for a one-time report:

    • Select the Report Type (e.g., Sustainability Report, Movement Report, Usage Report).
    • Set the Organization Type and Date Range pattern.
    • Choose the Format (PDF, EXCEL, or CSV).
    • Toggle Custom Branding on or off.

  3. Instead of clicking "Generate Report," click the Schedule Report button.

  4. Configure the schedule:

    • Frequency -- how often the report should run (e.g., daily, weekly, monthly).
    • Day/Time -- when the report should be generated and sent. For weekly reports, pick a day of the week (e.g., every Monday morning).
    • Recipients -- email addresses that should receive the report.

  5. Click Save Schedule.

Managing scheduled reports​

  • Go to the Schedules tab on the Reports page to view all active schedules.
  • You can edit, pause, or delete any scheduled report from this tab.
  • Past deliveries appear in the History tab alongside manually generated reports.
tip

A good starting cadence is a weekly Sustainability Report on Mondays and a monthly Movement Report on the first of each month. This gives your team regular visibility without information overload.