> ## Documentation Index > Fetch the complete documentation index at: https://docs.heygarth.ai/llms.txt > Use this file to discover all available pages before exploring further. # Schedule Report > Set up automated reports that are generated and delivered to you on a recurring schedule. 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 and Report Contents sections of 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. Schedule Configuration and Notification Methods sections of the Schedule New Report form | 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](mailto: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.