Scheduled Reports

Overview

Any saved report can be scheduled to run automatically and deliver results by email. Cloudclerk checks for due reports every hour and uses a background queue to generate and send them, so delivery happens without any manual effort.

Adding a Schedule When Saving

You can attach a schedule at the point of saving a report, whether from the custom report builder or from a pre-built report preview.

1. 1

   In the Save Report dialog, toggle Enable scheduled execution on.

2. 2

   Select a Frequency from the dropdown:

   • Daily
   • Weekly
   • Monthly
3. 3

   In the Recipients field, enter one or more email addresses separated by commas. These are the people who will receive the report by email each time it runs.

4. 4

   Click Save Report to confirm.

Identifying Scheduled Reports

On the reports page, any saved report with a schedule displays a badge in the Schedule column showing the frequency — for example Daily, Weekly, or Monthly.

When viewing a saved report's detail page, a schedule badge also appears in the metadata row beneath the page title.

Viewing a Saved Report

1. 1

   Open the Reports page and click a row in the Saved Reports table.

2. 2

   The detail page shows the report name, row count, and the timestamp when it was last generated.

3. 3

   Use the header buttons to manage the report:

   • Refresh — re-run the report and reload the results
   • PDF — generate and download a PDF of the current results
   • Delete — permanently delete the report definition and its schedule

Sharing Reports

Reports can be either private or shared. When saved with Share with team enabled, the report appears in the saved reports table for all staff. Private reports are visible only to the person who created them. The Visibility column in the saved reports table shows a Shared badge for shared reports.

What's Next?

• Creating Custom Reports — build a new report from scratch
• The Reports Page — return to the reports hub