The Schedules tab lets you create and manage schedules that can be applied to scheduled report definitions.

All schedules are shared across scheduled reports. They determine when notifications are sent and when View reports are generated.

Schedules can run on a daily, weekly, monthly, or yearly basis, depending on your needs. They work together with report data and notification templates to automate delivery.

You can create multiple schedules and use them to run the same report at different intervals.

⚙️ Create a Schedule

To define a new schedule:

1. Click + and select No to start with a blank schedule.
2. Enter a name for the schedule and click Add.
3. Choose a Recurrence type:
   • Daily — Runs every day.
   • Weekly — Select one or more days of the week.
   • Monthly — Select the month and day.
     • Tip: Combine Start Date with the Every setting to create quarterly or half‑yearly schedules.
   • Yearly — Runs once per year.
     • Tip: Use Start Date to run on the same date each year.
4. Select the Hours when the schedule should run.
5. Set the Start Date and any additional conditions.
6. Review the Next occurrences to confirm the schedule runs as expected.
7. Click Save schedule at the top of the page.

Once saved, the schedule can be applied to a scheduled report from the Site Report side panel.