Configure recipients, destinations and the time zone used for delivery.
Create the schedule
Product location: /reporting/schedules
Open Reporting, then Schedules and New schedule. Name it and select the report. Configure its applicable parameters and formats, then choose daily, weekly, monthly or quarterly recurrence.
Set the relevant day, time of day and Time zone. Check the next-run value against the intended local delivery time.
Choose where it goes
Product location: /reporting/schedules
Enter email recipients one per line. Where available, add delivery destinations such as a webhook, document vault or file store. These destinations can receive each run in addition to email recipients.
Review the scope and recipients together before activating the schedule: the purpose of this configuration is to deliver the generated report to those destinations.
Maintain and investigate
Product location: /reporting/schedules
Save, inspect Active or Paused, and review Next run and Last run. Use Pause to stop future scheduled runs and Activate to resume.
Check the corresponding export or delivery record when a report is missing. A saved schedule does not prove that a particular run generated successfully or reached every recipient. Review changes to the report's underlying data permissions when maintaining long-lived schedules.