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Scheduling reports
↩ Reports
You can set up a report to run on a recurring schedule and be delivered by email — useful for regular compliance or inventory snapshots.
Creating a schedule
- On a report card, select the calendar button to open Schedule report.
- Configure:
- Schedule name
- Frequency — Daily, Weekly, or Monthly
- Time — hour and minute
- Day — of the week (weekly) or of the month (monthly)
- Email recipients — a comma-separated list
- Attachment format — CSV, Excel (XLSX), or PDF
- Active — enable or disable the schedule
- Save. JOATOS records the schedule and its next run time.
Note: Schedules can be created and configured now, but automated email delivery is still being finished — the app shows a note to this effect. In the meantime, run and download reports on demand from the report card (see Running a report).
Managing schedules
Schedules can be edited or deleted, and switched active/inactive with the Active toggle.
Notes & tips
- Choose the format to match the audience — PDF for a tidy read, XLSX or CSV for further analysis.
- Email delivery relies on your organisation's SMTP configuration once it's live.