Schedule a Report
Run a report on a recurring schedule and deliver it by email.
Scheduling a Report
- Open a saved report and click Schedule.
- Set frequency: daily, weekly, or monthly.
- For weekly: choose the day. For monthly: choose the date.
- Set delivery time and recipient email addresses (comma-separated).
- Choose PDF or CSV format.
- Click Save Schedule.
Manage all schedules under the Scheduled Delivery panel inside a report. Click Send Now to re-send the last delivery immediately.
Where to go next
- Understand the whole module → Create a Custom Report
- Next in this module → Add Report Widgets to a Dashboard
- Reporting — Build a Custom Report
- See where this fits in the bigger picture → Start Here: What Plenix Is and How It Fits Together
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