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Send a services or invoice report to email recipients automatically, on a daily, weekly, or monthly schedule. Scheduled reports send report files to selected email recipients. The Scheduled Reports table shows each schedule and its run times.

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Who Can Do This

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Create a Scheduled Report

Before you start:
  • You must have at least one valid recipient email address.
  • The Invoice Report card is available only when your broker account has invoices.
  • Set your Display Timezone in Account Settings before you select a schedule time.
Scheduled report form with recurrence and recipient settings

Schedule Report Form

1

Open the Schedule Form

Select Reports in the Analytics section of the sidebar. Find the report in Available Reports and select Schedule on its card. Confirm that Schedule Report is selected.
2

Configure the Report

Enter a Report Name and select the report option.
3

Set the Recurrence

Select Daily, Weekly, or Monthly in Frequency, then enter Time. A weekly schedule shows Day with Sunday through Saturday. A monthly schedule takes a day from 1 through 31. A daily schedule does not show Day.
4

Add Recipients and Save

Enter comma-separated email addresses in Recipients, then select Create Schedule.
The panel creates an Active schedule and it appears in the Scheduled Reports table.
The Time field uses your current display timezone. The panel converts this value to UTC when it saves the schedule. Your saved Display Timezone applies; otherwise the broker default timezone applies.The Schedule, Last Run, and Next Run columns also use your current display timezone. The Schedule column shows a timezone abbreviation.The panel calculates Next Run when it creates a schedule. It recalculates it when you change the frequency, day, or time.
You can add up to 10 recipient email addresses. The panel removes duplicate addresses without regard to letter case. It sends each successful scheduled report as an email attachment: an .xls file for the Services Report and a PDF file for the Invoice Report.

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Manage Schedules

Scheduled reports list with active service and invoice schedules

Scheduled Reports Table

The Scheduled Reports table shows each schedule with its Last Run, Next Run, and Status (Active or Inactive). Last Run shows a dash before the first successful run. These actions apply only to reports for the current broker account.

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Run a Schedule Now

1

Select Run Now

Select Run Now on the schedule. It is available for both report types.
2

Confirm

Review the Run Report Now confirmation and select Run Now.
A successful manual run emails the report to all recipients and updates Last Run, but does not change Next Run.

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Edit a Schedule

1

Select Edit

Select Edit on the schedule.
2

Change and Save

Change the fields in Schedule Report and select Update Schedule.
The panel recalculates Next Run only when you change the frequency, day, or time.

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Delete a Schedule

Deletion is permanent. Select Cancel in the confirmation to keep the schedule.
1

Select Delete

Select Delete on the schedule.
2

Confirm

Review the Delete Scheduled Report confirmation and select Delete.

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Next Step

Run a Report Now

Download a services or invoice report right away.
Last modified on October 4, 2026