Scheduling reports
Auto-run reports on a schedule and email them to recipients.
Overview
Schedule any built-in or custom report to run on a cadence — daily, weekly, monthly — and email a PDF/CSV to specific recipients. No need to remember to pull reports manually.
Prerequisites
- Owner or Admin role
custom_reportsfeature flag (Enterprise)- Recipients with valid emails
Steps
Pick a report. Built-in or custom — open it.
Click "Schedule". Modal opens.
Set the cadence. Daily 8 AM, Mondays 9 AM, 1st of month 9 AM, custom cron.
Add recipients. Email addresses (clinic users or external accountants). Multiple supported.
Pick format. PDF (default — readable) or CSV (machine-readable).
Set date scope. Sliding window — last 7 days, last 30 days, this month — relative to send date.
Save schedule. Schedule appears in Reports → Schedules. Next run shown.
Test send. Send now to verify recipients get correctly-formatted output.
Expected outcome
- Reports auto-run and email per schedule
- Recipients get a fresh report each cadence
- No-touch operation once configured
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| Schedule not firing | Cron disabled | Check System Status |
| Email never arrives | Spam or SPF/DKIM | Configure email sender properly |
| Report empty when scheduled | Filter too narrow for sliding window | Adjust the date scope |
| Want pause | Schedule has Pause toggle | Toggle off; schedule retained |
| Want different recipients per cadence | Create separate schedules | One schedule, one recipient list |