How do I schedule a report for email delivery?

Schedule a saved report to send it automatically to active users in your company. You can run it daily, weekly, monthly, or quarterly. Each recipient receives an email with a link to their own report copy, filtered to the data they can access.

You need access to Scheduled reports, permission to view data exports and the reporting library, and permission to run the report you want to schedule.

Email deliveries use comma-separated values (CSV) files. You cannot send scheduled reports to external email addresses.

1. In the sidebar, open Reports & Analytics, then Scheduled reports.
2. Click Create schedule.
3. Under Which report should run?, select the report.
4. Enter a Schedule title so you can identify it in the schedule list.
5. Under How should this report be delivered?, select Email, then click Continue.
6. If the setup asks for report filters, choose the legal entity and reporting period or snapshot date, then click Continue. The available options depend on the report.
7. Under How often?, choose the frequency and configure the available options:
8. • Daily: run every day.
   • Weekly: choose the days of the week.
   • Monthly: choose the day of the month. Dates 29 to 31 are skipped in months that do not contain them.
   • Quarterly: choose the day of the month and the months for the quarterly schedule.
8. Set the time of day and time zone. Review the first run shown in the setup. If you only need the schedule for a limited period, set the available start and end dates or months.
9. Choose the recipients:
10. • Scheduled for all: include the report owner and everyone the report is shared with when you save the schedule.
    • Specific roles and people: select roles, individual users, or both.
10. Click Save schedule automation.

The schedule appears as Active in the list, with its next run time.

You cannot change the delivery method after creating a schedule. To switch to Secure File Transfer Protocol (SFTP) delivery, create a new schedule and remove the old one when you no longer need it.

Each report copy uses the recipient's permissions and data access at the time of the run. Recipients may receive different row counts or file sizes. They cannot open another recipient's copy.

Adding a recipient gives them view access to the report if they do not already have it. It does not give them permission to edit the report or schedule. A draft report can be scheduled only to its owner. Adding another recipient publishes the report first.

When you select a role, Remote saves its current members as recipients. Changes to report sharing or role membership do not automatically update an existing schedule. Review and resave the schedule to update its recipients.

Inactive recipients are skipped. If someone loses access to the report, only their delivery fails.

You can also open a report in Report Builder, open Scheduling in the sidebar, and click Schedule manually. The setup opens with the report already selected.

For built-in reports, start from Scheduled reports and select the report there. Built-in reports cannot be scheduled from All reports.

Open the Report Builder chat and ask Remote Agent to schedule the report. For example: “Email me the Gross to Net report every Monday at 09:00 Coordinated Universal Time (UTC).”

Review the details on the approval card, including the recipients, filters, frequency, and time zone, then approve it. The new schedule appears in the schedule list.

Scheduled reports do not support a one-time schedule, every-other-month schedules, or an automatic last-day-of-the-month option. A schedule can have an end date, and its owner can use Run now for an extra run.