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Version 9.1 by Isaac Mejia on 2026/02/19 15:51
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1 = How to Schedule Reports for Automatic Email Delivery =
2
3 == Overview ==
4
5 Scheduled reporting allows you to automatically send selected reports to specific email addresses at set intervals — without needing to log into the system each time.
6
7 This is ideal for keeping clients, stakeholders, or team members informed with up-to-date data delivered straight to their inbox on a daily, weekly, or monthly basis.
8
9 ----
10
11 == Reports That Support Scheduled Emails ==
12
13 You can set up automatic scheduling for the following reports:
14
15 * Active Members by Program
16 * Automatic Renewals
17 * Invoice and Payments
18 * New Members
19 * Outstanding Invoices
20 * Payments by Type
21
22 If you don’t see a **Schedule Report** option, the report may not currently support scheduling.
23
24 ----
25
26 == How to Create a Scheduled Report ==
27
28 To set up automatic email delivery:
29
30 1. Navigate to **Reports**.
31 1. Open one of the supported reports listed above.
32 1. Click **Schedule Report**.
33 [[image:scheduled report.png]]
34
35 1. Select how often you would like the report sent:
36 1. Daily
37 1. Weekly
38 1. Monthly
39 [[image:scheduled report 2.png]]
40
41 1. Enter the recipient email address.
42 1. Click **Save Changes**.
43
44 Once saved, you will see the active email schedule displayed on the schedule screen.
45
46 [[image:scheduled report 3.png]]
47
48 The report will now be automatically generated and sent at the selected interval.
49
50 ----
51
52 == Managing Scheduled Reports ==
53
54 You can update, pause, activate, or delete scheduled reports at any time.
55
56 === Pause, Activate, or Delete All Emails ===
57
58 1. Go to the **Schedule** screen.
59 1. Click the menu (three dots) in the top-right corner.
60 1. Select:
61 1. Pause
62 1. Activate
63 1. Delete
64 [[image:scheduled report 4.png]]
65
66 ----
67
68 === Edit or Delete an Individual Schedule ===
69
70 For a specific scheduled email:
71
72 * Click **Edit** to update the frequency or email address.
73 * Click **Delete** to remove that scheduled email.
74
75 ----
76
77 == Enabling or Disabling Scheduled Reporting ==
78
79 If you do not see the scheduling option, the feature may need to be enabled.
80
81 To turn scheduled reporting on or off:
82
83 1. Navigate to **Settings**.
84 1. Select **Automation Settings**.
85 1. Enable or disable the **Scheduled Reporting** option.
86
87 [[image:scheduled report 5.png]]
88
89 You may need administrator permissions to change this setting.
90
91 ----
92
93 == Best Practices ==
94
95 * Double-check that the report filters are set correctly before scheduling.
96 * Confirm email addresses to avoid delivery issues.
97 * Choose a frequency that aligns with how often the data changes.
98 * Periodically review active schedules to ensure they’re still needed.
99
100 ----
101
102 == Troubleshooting ==
103
104 === Report Not Received ===
105
106 If a scheduled report doesn’t arrive:
107
108 * Check the recipient’s spam or junk folder.
109 * Confirm the schedule is **Active**.
110 * Verify the email address is correct.
111 * Ensure the report contains data for the selected timeframe.
112
113 If the issue continues, contact your system administrator or support team.
114
115 ----
116
117 == Summary ==
118
119 Scheduled reporting helps you automatically share key business data without manual effort. Once set up, supported reports are delivered by email at the frequency you choose.