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Administrator Guide
Last Updated: 2026-04-17
Steps: Scheduled Reports

Steps: Scheduled Reports

The report you want to schedule must exist.
Scheduled reports can remove the need for regular, manual processing of reports.
  2. (Optional) Change the
    Schedule Owner
     of a scheduled report.
    Permissions:
    custom.reports.schedle.admin
    The
    Schedule Owner
     field defaults to the name of the user scheduling the report. If you need to edit the schedule owner, the report must be saved.
    1. From the header, select
      Reports
      Reports
      .
    2. Open the scheduled report.
    3. Select the
      Settings
       tab.
    4. In the
      Scheduling
       section, click the 3 dots and select
      Edit
      .
    5. Select the
      Schedule Owner
       from the drop-down list.
      For users to be available for selection in the drop-down menu, they must have the
      custom.reports.execute
       permission and either the
      custom.email.schedule
       or the
      custom.sftp.schedule
       permission.
  3. (Optional) Run a scheduled report now.
    In the
    Settings
     tab, in the
    Scheduling
     section, click the 3 dots and select
    Run Now
    .
    A message confirms that the schedule has been successfully triggered. A record of the
    Run Now
     action is available in the report history for tracking. Using the
    Run Now
     option won't change a scheduled run of that report.
  4. View Scheduled Report Data.
    Permissions: At least one of the following must be true:
    • You have the
      report_files.read
       permission.
    • You are the schedule owner or a recipient when the report file is generated.
    • You manually triggered an export.
    The
    Files
     tab displays all files generated by the selected scheduled report. Any files form manual exports also display.
    1. From the header, select
      Reports
      Reports
      .
    2. Open the scheduled report you want to view.
    3. Select the
      Files
       tab.
  5. View Legacy Report Data
    To retrieve legacy report data, complete these steps:
    1. From the header, select
      Reports
      Reports
      .
    2. From the
      Actions
       menu, select
      Legacy Reports Files
      .
    3. View and download your historical scheduled reports from the provided list.