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Administrator Guide
Last Updated: 2026-04-17
Schedule Reports

Schedule Reports

Have these permissions:
  • custom.reports.schedule.admin
     to update report schedules owned by other users.
  • custom.reports.settings.admin
     to modify Report Settings in all reports.
  • custom.reports.admin
     to see and modify report schedules saved by other users.
Scheduling reports enables you to generate reports on a set schedule. Example: Every Monday morning, the finance team needs to review the total spend of all contractors for the previous week. Instead of manually running the Master Spend Report every Monday at 8:00 am, they set up and automated schedule.
When scheduling reports, you can have them delivered by email or SFTP. To have a scheduled report delivered by SFTP, contact the VNDLY Support team to have the SFTP location configured in VNDLY. Currently, SFTP endpoints are only available to administrator and MSP users.
VNDLY can only schedule a report that is saved.
After scheduling a report, you can choose to run the report now for ad-hoc reporting between the scheduled dates. Only the Schedule Owners can perform this task.
  1. Navigate to the
    Reports
     page.
    Depending on your permissions, you can access this page directly from the VNDLY header or in the
    Reports
    Reports
    drop-down menu.
  2. Open the report that you want to schedule.
  3. On the
    Settings
     tab, in the
    Scheduling
     section, click
    Add Schedule
    .
  4. Under
    Schedule Details
    , consider:
    Option Description
    Schedule Owner
    Defaults to the name of the person creating the schedule. Users that are available for selection in the drop-down must have
    custom.email.schedule
     and either the
    custom.email.schedule
     or
    custom.sftp.schedule
     permission.
    Frequency
    Interval at which the schedule report should run.
    Start Date
    The first day the scheduled report frequency should run.
    End Date
    The last day the scheduled report frequency should run.
    Scheduled Time
    Time of day the scheduled report should run.
    Timezone
    Timezone for the schedule.
  5. Under
    File Options
    , consider:
    Option Description
    Send report even if there is no data
    When checked, the scheduled report is run and delivered even if the report returns no data.
    Include report creation details in report heading
    When checked, the report heading displays report creation details.
    Include column headers
    When checked, the generated report includes headers.
    Export Format
    File type of the generated report.
    File Extension
    Defaults based on the selected
    Export Format
    .
    Remote File Name
    Name used for SFTP uploads, email, and report history.
  6. Under
    Report Delivery
    , consider:
    Option Description
    Email
    When checked, the generated report is delivered by email on the scheduled date. Recipients receive a link to view the generated report in VNDLY.
    Include report as an attachment
    When checked, generated reports are delivered by secure link, as well as an attachment to the email.
    Email Recipients
    Enter the names of the recipients who should receive the scheduled report email.
    SFTP
    When checked, the files are delivered to the configured SFTP destination.
    To select the SFTP delivery method, you must have SFTP endpoints configured on VNDLY. To configured endpoints, contact the VNDLY Support team.
    SFTP Destination
    The location where the files are delivered.
    Remote Folder Path
    The folder path where the file is stored in the server.
  7. Click
    Create Schedule
    .
All newly scheduled or Run Now reports are logged under the
Report History
 tab on the
Reports
 page. Click
Download
 to access your files.