How to schedule a report

A schedule helps deliver a report result regularly without manual runs.

1. Check the saved report

Before configuring a schedule, save the report with required filters and period. A schedule uses report configuration rather than a temporary draft.

2. Choose a cadence

Match frequency to data refresh and team needs. More frequent delivery does not make data current when the source refreshes less often.

3. Verify recipient and access

A recipient must retain access to the workspace, team, and dataset. Do not use a schedule to send restricted data outside its intended audience.

If delivery does not arrive

Check report, schedule, and recipient membership state. Give an administrator the expected delivery time and report name.

Next step

Read exporting a report result when you need a one-time data snapshot.