Automations
Schedule report templates to run automatically and deliver results by email.
What automations do
Automations run report templates on a schedule — daily, weekly, monthly, or custom RRULE patterns. Each run generates a fresh PDF using the template's rolling date range.
Schedule a report
From a report template, click Schedule in the editor header. The wizard connects the template to a new automation with frequency and delivery settings.
Only reports marked as templates can be scheduled.
- Open a report and enable Use as template.
- Save the report, then click Schedule.
- Choose frequency and email recipients.
- Save the automation and monitor runs from the Automations page.
Monitor runs
The Automations list shows active and paused schedules. Open an automation to see run history, status, and links to generated reports.
Each scheduled run is processed through the reporting pipeline: a run record is created, the PDF is generated via the print service, and email delivery runs if configured.
Failed runs show error details so you can fix delivery or template issues.