Schedule Report

The Schedule Report page is where you set up automated reports that are generated from your metric dashboards and delivered to you on a recurring schedule. This page lives under Administration → Scheduler → Schedule Report in the left sidebar.

Reports Schedule page showing the Reports tab

At the top of the page, two tabs let you switch between:

Alerts — threshold-based alerts, covered separately in the Schedule Alert guide.
Reports — the view covered in this guide, listing every report you’ve scheduled.

The count next to the Reports tab (e.g. “40”) shows how many reports currently exist.

Viewing existing reports

The table on the Reports tab lists every report that has been scheduled, along with when it last ran and whether it’s currently active.

Column	What it shows
Report Name	The report’s name, with a colored status dot, an icon, and a label showing its delivery channel (for example, Email) underneath.
Scheduled At	How often the report runs (for example, “Every minute”).
Last Run	A relative time since the report last ran (e.g. “4 days ago”), with the exact date and time underneath.
Status	A toggle plus label showing whether the report is Active or Inactive — flip the toggle to turn the report on or off directly from the list.
Actions	👁 View, ✏️ Edit, and 🗑️ Delete icons for that report.

Use the All Reports count chip, the All status dropdown, and the Search Reports box to filter the list down to what you’re looking for, and the refresh icon to reload the table with the latest data.

Creating a new report

Click + Schedule Report in the top right of the page to open the Schedule New Report form.

General Information

Field	Required	Details
Report Name	Yes	A unique name so you can identify this report later (for example, “Daily Sales Report”).
Description	No	A short explanation of what this report contains, for your own and your team’s reference.

Report Contents

This section defines what data the report will pull in.

Field	Required	Details
Select Dashboard	Yes	The metric dashboard this report will be generated from (for example, dora).
Projects	No	Narrows the report to a specific project. The list of projects shown depends on the dashboard selected above.
Data Grain	Yes	How many days of data the report should include — 7 Days, 15 Days, or 90 Days.

Schedule Configuration

This section defines how often the report should be generated and sent.

Field	Required	Details
Schedule Type	Yes	How the report’s schedule should be set — for example, Recurring (every), which repeats on a fixed interval as defined below.
Timezone	Yes	The timezone the schedule should run in (for example, UTC).
Frequency	Yes	How often the report should run, made up of two parts: Every (the interval, e.g. Day, Hour, Minute) and At (the specific time it should run, e.g. `13:29:37`).

Notification Methods

This section controls how the report is delivered, and what’s included in it. Notification Channels (required) — check one or more of Email, Slack, or Teams. You must select at least one channel to receive reports. Executive Summary — toggle this on to include an AI-generated executive summary alongside the report. This adds a concise overview highlighting key insights and metrics, making it easier for stakeholders to quickly understand the data without digging through the full report. Selecting a channel adds a settings card for it below. For Email, the Email Settings card (shown with an Active badge and an ✕ to remove it) asks for:

Field	Required	Details
TO	Yes	The primary email address (or addresses) the report should be sent to (for example, “executives@company.com”).
CC (Optional)	No	Additional email address(es) to CC on the report.
BCC (Optional)	No	Additional email address(es) to BCC on the report.

Recipients in the TO, CC, and BCC fields are separated by a comma ”,” or a semicolon ”;”. Slack and Teams show their own settings card, with fields specific to those channels, once checked.

Once all required fields (marked with a red *) are filled in, click Save Report in the top right to create the report. Click Cancel to discard your changes and return to the Reports list.

​Viewing existing reports

​Creating a new report

​General Information

​Report Contents

​Schedule Configuration

​Notification Methods

Viewing existing reports

Creating a new report

General Information

Report Contents

Schedule Configuration

Notification Methods