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Any saved report can be delivered automatically by email on a recurring schedule, and every run — scheduled or manual — is recorded in the execution history.

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Creating a Schedule

Open a report’s menu and choose Schedule (or click View Schedules → New Schedule from the reports list). The schedule wizard walks you through:
1

Select the report

Skipped if you started from a specific report.
2

Set the schedule

  • Schedule Name (optional — one is generated for you)
  • Frequency: Daily, Weekly (pick the days of the week), Monthly (pick the day of month), or Yearly (pick the month and day)
  • Time the report runs, shown with its time zone — you can switch to your browser’s time zone with one click
  • Output Format: PDF, CSV, or Excel
  • Start Date, and an optional End Date (leave empty to run indefinitely)
3

Add recipients

Enter each email address and click Add. Recipients don’t need a WorkSuite login — the report arrives as an attachment.
4

Set parameters

If the report takes parameters (like a date range), choose the values every scheduled run should use. Date presets such as Last 7 Days or This Month roll forward automatically with each run.
5

Review and finish

Confirm the frequency, time, format, recipients, and parameters, then click Finish.

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Managing Schedules

The View Schedules page lists every schedule with its frequency, next run time, time zone, recipient count, and an Active/Inactive toggle — flip the toggle to pause a schedule without deleting it. Filter by status or frequency, or search by name. Each schedule’s menu offers Edit and Delete.
Schedule a date-preset parameter like Last Week with a Monday-morning weekly schedule and the report always covers the week that just ended — no maintenance needed.

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Execution History

Click Execution History from the reports list (or open it for a single report) to see every past run. Pick a report in Filter by Report to view its runs, newest first:
ColumnWhat it shows
Run Date/TimeWhen the run happened
StatusSuccess, Failed, or Deleted
Triggered ByThe user who ran it, or the schedule
TriggerScheduled or Manual
RecipientsHow many people received it
PDF SizeSize of the generated file
ParametersThe parameter values used for that run
ErrorThe error message, if the run failed
If a scheduled run shows Failed, check the Error column first — the most common causes are a parameter that no longer resolves and recipient delivery problems. Fix the schedule and the next run will proceed normally.

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What’s Next?