Scheduled reports

You can submit requests to the report server to generate a report immediately or at scheduled times. If you schedule a report, the report server processes your report and distributes a link to the specified distribution list at the designated time.

For example, you can schedule an Employee Information Report to run at the end of every quarter. The report is automatically sent to the recipients at the scheduled date and time every quarter.

The recipients receives a workmail notification with a link to the report. Optionally, you can also configure a scheduled report to email it as attachment to each recipient's external email address configured in the User form.

The distribution of a scheduled report follows the security permissions defined for each user in the distribution list.

As of release 2025.12, scheduled reports have been enhanced to address intermittent failures in scheduled reports:
  • Progress logging: When scheduling a report, you can select the Log Progress check box and set the Progress Interval (min). The minimum time is 1 minute, and the default setting is 5 minutes. Detailed progress updates in the job log at the specified intervals are displayed.
  • Job log updates: If progress logging is enabled and individual copies are selected, the job log shows:

    • Number of reports processed
    • Completion percentage
    • Estimated time remaining

    Logs are generated only when an event such as report creation or failure occurs within the interval.

  • Automatic retry: If a report fails to deliver, the system automatically retries up to two times before stopping. Upon completion, the log summarizes how many reports succeeded or failed and lists the user IDs for any failed deliveries.
  • Recipient notifications: When you successfully receive your reports, you get an email with the appropriate links or attachments, even if some deliveries fail.