This article walks administrators through how to create and configure a scheduled report. You will start by selecting the report you want to schedule, which becomes the template for automated delivery. From there, you can set the reporting period, choose when and how often the report should run, and decide whether to receive an email notification each time it is ready.
What you’ll find in this article
Who can access Scheduled Reports
How scheduled report timing works
How to create a new scheduled report
How to set frequency options (daily, weekly, monthly)
How email notifications work
Before you start
Scheduled Reports are available on web browser only.
The staff member creating or managing scheduled reports must have the Scheduled Reports permission enabled.
Club Admin is the only role that receives this permission automatically.
If you do not have the permission, you will not see Scheduled Reports in the left navigation.
How scheduled report timing works
Scheduled reports use a limited reporting period filter for automation. In scheduled runs, the reporting period is controlled by Transaction Date.
Reports generate automatically at approximately 3:00am CT the day after they are scheduled to run.
Example: If you schedule a report to run on the 15th, it will generate early on the 16th to include all transactions from the 15th.
1) Go to Scheduled Reports
Navigate to Reports in the left navigation menu.
Select Scheduled Reports.
2) Create a new scheduled report
Select + New Scheduled Report in the upper-right corner.
In the Report dropdown, select the report you want to schedule.
Tip: We cover which reports are available to schedule in a separate article. See Related articles at the bottom of this page.
3) Set the reporting period
In the Reporting Period Date section, choose the option that matches how you want the scheduled report to calculate its reporting date.
The exact options can vary by report, but the selection you make here controls the reporting period logic used for each scheduled run.
4) Choose when and how often the report runs
In the Report Schedule section:
Select a Frequency:
Daily
Weekly
Monthly
Select a Start Date.
If you choose Weekly, you will also select which day of the week the report should run.
If you choose Monthly, you will choose one of these scheduling options:
A specific day of the month (you will enter the day)
The last day of the month
The first business day of the month
5) Name the schedule and set email notifications
Enter a Schedule Name so it is easy to find later in the Scheduled Reports list.
Use the Email Notification toggle to choose whether you want to receive an email each time the report runs and is ready for download.
6) Save the scheduled report
Select Save Scheduled Report.
After saving, your scheduled report will appear in the Scheduled Reports list, where you can locate it later to review status and make changes as needed.
Related articles
Available Reports in Scheduled Reports
FAQs
Who can create or manage Scheduled Reports?
The staff member must have the Scheduled Reports permission enabled. Club Admin is the only role that receives this permission automatically.
What date does a scheduled report use for its reporting period?
Scheduled reports use Transaction Date to control the reporting period for automated runs.
When does a scheduled report generate?
Reports generate automatically at approximately 3:00am CT the day after they are scheduled to run.
Can I choose how often a scheduled report runs?
Yes. You can set the frequency to Daily, Weekly, or Monthly and configure additional options based on the frequency you select.