---
title: "Schedule a Report"
slug: "schedule-a-report-12-1"
updated: 2026-03-19T14:21:57Z
published: 2026-03-19T14:21:57Z
canonical: "docs.bazefield.com/schedule-a-report-12-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bazefield.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Schedule a Report

After configuring a report ([Configure a Report](/product/docs/configure-a-report-1)), the user can set up automatic email delivery.

To do this, the user can either:

- Go to the **Schedules** tab in the **BI Manager** and click **Create new schedule**, or

![](https://cdn.document360.io/a0786c0f-b171-4b24-8860-c32eb7ef2738/Images/Documentation/image(614).png?sv=2026-02-06&spr=https&st=2026-11-06T20%3A39%3A41Z&se=2026-11-06T21%3A39%3A41Z&sr=c&sp=r&sig=NnhkOYaiUdCB8FXvhLVbxuPcQcAmc22z2ow0FnVps1M%3D)

- Open the **drill-down** view of the report from the **App** tab in the BI Manager, navigate to the **Schedule** tab, and click **Create new schedule**.

#### ![](https://cdn.document360.io/a0786c0f-b171-4b24-8860-c32eb7ef2738/Images/Documentation/image(611).png?sv=2026-02-06&spr=https&st=2026-11-06T20%3A39%3A41Z&se=2026-11-06T21%3A39%3A41Z&sr=c&sp=r&sig=NnhkOYaiUdCB8FXvhLVbxuPcQcAmc22z2ow0FnVps1M%3D)

#### Schedule Configuration

A configuration page will open, allowing the user to define:

1. The **report** to schedule
2. The **schedule content**
3. The **recipients**
4. The **schedule frequency**

#### 1. Schedule Content

![](https://cdn.document360.io/a0786c0f-b171-4b24-8860-c32eb7ef2738/Images/Documentation/image(616).png?sv=2026-02-06&spr=https&st=2026-11-06T20%3A39%3A41Z&se=2026-11-06T21%3A39%3A41Z&sr=c&sp=r&sig=NnhkOYaiUdCB8FXvhLVbxuPcQcAmc22z2ow0FnVps1M%3D)

- **Assets**: Select one or multiple assets (depending on the report’s configuration).
- **Status**:
  - **Active** – the schedule is enabled and emails will be sent according to the frequency settings.
  - **Stopped** – the schedule is paused.
- **Email title**: Defines the subject line of the scheduled email.
- **Email content**: Defines the body content of the scheduled email.

---

#### 2. Schedule Recipients

Add one or more recipients, which can include:

- Individual users
- User roles
- External email addresses

![](https://cdn.document360.io/a0786c0f-b171-4b24-8860-c32eb7ef2738/Images/Documentation/image(617).png?sv=2026-02-06&spr=https&st=2026-11-06T20%3A39%3A41Z&se=2026-11-06T21%3A39%3A41Z&sr=c&sp=r&sig=NnhkOYaiUdCB8FXvhLVbxuPcQcAmc22z2ow0FnVps1M%3D)

---

#### 3. Schedule Frequency

The frequency options depend on the report’s time interval:

- If **“Use current report interval”** is **unchecked**, the report will use **the previous time interval**.
  - *Example:* For a monthly report, the email will include data from the **previous month**.
- If **checked**, the report will use **the current time interval**.
  - *Example:* For a monthly report, the email will include data from the **current month**.

The schedule frequency can be modified, but it **cannot exceed the report’s interval**. Available frequency options include: **Yearly**, **Quarterly**, **Monthly**, **Weekly**, and **Daily**.

Depending on the chosen frequency, different scheduling dates will be available within the product interface.

![](https://cdn.document360.io/a0786c0f-b171-4b24-8860-c32eb7ef2738/Images/Documentation/image(618).png?sv=2026-02-06&spr=https&st=2026-11-06T20%3A39%3A41Z&se=2026-11-06T21%3A39%3A41Z&sr=c&sp=r&sig=NnhkOYaiUdCB8FXvhLVbxuPcQcAmc22z2ow0FnVps1M%3D)

Once you’ve finished editing your schedule configuration, the newly created report schedule will appear in the **Schedules** tab. ![](https://cdn.document360.io/a0786c0f-b171-4b24-8860-c32eb7ef2738/Images/Documentation/image(619).png?sv=2026-02-06&spr=https&st=2026-11-06T20%3A39%3A41Z&se=2026-11-06T21%3A39%3A41Z&sr=c&sp=r&sig=NnhkOYaiUdCB8FXvhLVbxuPcQcAmc22z2ow0FnVps1M%3D)