Report Scheduling
Set reports to deliver automatically on a recurring schedule via the scheduled-reports automation.
#Purpose
Give stakeholders reports without manual effort.
#When to use this
For reports people expect on a cadence.
#At a glance
| Detail | Value |
|---|---|
| Required permissions | Reporting access (CEO or admin) |
| Administrator level | CEO / Admin |
| Portal areas used | Reports (schedules), Automation (scheduled_reports job) |
#Step by step
1
Open Reports
Go to the reports area.
2
Create a schedule
Choose the report, cadence, and recipients.
3
Save
It delivers on schedule.
4
Confirm first delivery
Verify recipients received it.
#Approval points
No formal approval gate
This administrative action does not require a separate sign-off, but review carefully before applying changes.
#Security notes
Security considerations
- Send reports only to appropriate recipients — they may contain sensitive data.
- Keep recipient lists current.
#Best practices
- Confirm the first delivery.
- Review recipients periodically.
#Common mistakes
- Wrong recipients.
- Not confirming delivery.
#Troubleshooting
| If this happens | Try this |
|---|---|
| A scheduled report did not arrive | Confirm recipients and email delivery; an admin/CEO can trigger the job manually. |
#FAQ
Can I run a scheduled report now?
Yes — an admin or CEO can trigger the scheduled-reports job manually.
#Keep exploring
#Related admin guides
#Business modules & workflows
Getting Started
Initial setup.
Platform Overview
How the OS fits together.
Knowledge Base
Task-level how-tos.
Business Workflows
End-to-end processes.
Still need help?
Can’t find what you’re looking for? The DevSphere OS team is happy to help.
Was this page helpful?