This article provides steps on how to setup and run Report Schedules. These are used to automatically email Reports on a set schedule.

  • Apr 24, 2026
  • Article

Title
Report Schedules

Content
Report Schedules are used to automatically email Reports to a list of email addresses on a set schedule. Reports must first be saved in either the Reports or My Reports (Legacy) module, before they can be attached to a Report Schedule. 
 
 
How to Create a Report Schedule
 
 
Use the following steps to create a Report Schedule:
  1. Select Reporting.
  2. Select Report Schedules.
  3. Select New.
  4. Enter a Schedule ID to name the Report Schedule.
  5. Select a saved Report in the Report Name menu. Users can select any Report that has been saved in Reports or My Reports.
  6. In the To section enter any email addresses that the report should be sent to. Use a semicolon (;) to separate multiple email addresses.
  7. Enter an email Subject and report Format.
  8. Under Schedule select a Start Date for the generation to start. You can also enter an optional End Date for when you want the Report Schedule to no longer run.
  9. Select a Date Increment and Start Time to determine the frequency of the generation. For example you can schedule the Report Schedule to run Weekly on every Monday at 8am. 
  10. Select Save.

Please note that if the Report Schedule uses a Private report, only the user that created the Report Schedule will be able to edit it in the future.

 

 

 

Create Report Schedule from Report

The "Schedule" action can be used to create a Report Schedule directly from the Reports page. Use Action> Schedule to open the Schedule menu. 

 
 
Report Schedule Fields
 
 
General
Schedule ID: This field will determine the name of the Report Schedule.
Report Name: This field is used to link a saved report to the Report Schedule. Use the blue book icon to open a list of available report options.
To: Use this field to enter the email addresses of individuals who should receive this report.
Subject: This field will determine the subject line of the emails sent out by this Report Schedule.
Format: This field will allow you to choose whether the report is sent out in an Excel or PDF format. 
 
Schedule
Start Date: This field will determine the first date that the Report Schedule will generate. 
End Date: This field will set an End Date for the Report Schedule, after which it will no longer run.
Time Increment: This section will allow you to choose whether the Report Schedule is generated on an Hourly, Daily, Weekly, or Monthly schedule. The Once option can also be selected if you only want to send the Report out one time. 
Start Time: This field will determine what time of day the Report is emailed out. 

 

 

Licensing

The availability of Report Schedules is controlled via your MVP license setup. In order to see how many Report Schedules can be created on your site reference Administration> Licenses> No. of Report Schedules.

On an Enterprise site an Admin will be able to divide the number of available licenses between sites. On the Licenses page and under Report Schedules the number of "Reserved" licenses for each site can be set, and the number of currently used Licenses can be referenced. 

In order to add more Report Schedules please contact your Account Executive. If you are unsure who your Account Executive is, please contact MVP Technical Support and they will be happy to assist you.
 

 

Report Schedule Failure

One possible Report Schedule issue can arise if items included in the report are renamed in MVP. In this case we recommend re-saving the Saved Report and re-linking it to the Report Schedule. 

If this still does not solve the issue we recommend deleting the Report Schedule and recreating it with the same parameters. 

URL Name
Report-Schedules
Getting StartedReportingUsers And Reports