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Help / Reports

Scheduled reports

See every report sent out automatically, cancel one, or change when it runs or who it reaches.

What this page is for

Scheduled reports lists every report set to run and send itself out automatically: its name, the report it runs, how often and at what time, how it arrives, when it next runs, how many people receive it, the state of its last delivery, and whether it is Active or Cancelled.

A schedule's parameters are fixed when it is created — a schedule for yesterday's takings keeps reporting on yesterday's takings even if the report definition changes afterwards. A failed delivery never switches a schedule off: it keeps running and is recorded against the run, which is why a schedule can show Active alongside a failed last delivery rather than quietly going silent.

Everyone whose role holds reports.manage sees this page, creates a schedule, changes one, and cancels one.

How to…

How to find a schedule

Use the Status filter to show only active or only cancelled schedules.

How to see what a schedule sent last time

Look at Last run and, where it failed or skipped anyone, Last delivery beside it, which names each recipient and what happened to them.

How to change a schedule

Press the row to open it, which goes to Schedule a report pre-filled with its current settings.

How to cancel a schedule

Open the row's menu and choose Cancel schedule, then confirm. Nothing more is sent from it afterwards; the schedule and every run it already made stay on record.

If something goes wrong

If nothing is scheduled yet, the page says so and offers a button through to Schedule a report.

Worked examples

Restaurant and bar

The Acacia Grill & Bar's owner has a daily takings summary scheduled for seven each morning. One night the duty manager who created it loses the WhatsApp-sending permission, so the next morning's run shows Last delivery Skipped, naming the missing permission, while the schedule itself stays Active for the following day.

Supermarket

Tumaini Supermarket's head office cancels a weekly stock-sheet schedule for a branch that has closed. They open the row's menu, choose Cancel schedule, confirm, and the row moves to Cancelled with its past runs still visible below.