Report Scheduling and Report Schedule

The Report Scheduling and the Report Schedule eases the visualization of dashboard schedules. You can share the dashboard-based reports via email to the selective recipient(s). The reports are downloaded in PDF format with Portrait or Landscape orientation. The schedules are created per your preferred timezone and frequency between Daily, Weekly, or Monthly. 

From the Report Scheduling option, each schedule is created from the specific dashboard. The option lists the schedules created for that dashboard. The following screenshot highlights Report Scheduling option from the Dashboard tab:

The Report Schedule tab lists all the dashboards using the following options:

With all the dashboards collectively listed at the same location, generating dashboard data reduces the turnaround time. The following screenshot is an example that lists dashboards with All Schedules option in the Report Schedule tab:

Report Scheduling and Report Schedule supports Numerical (except Average Function Type), Bar, Table Pie and TruRisk Score widgets.

Reporting Schedule and Report Schedule: Quick Actions

Once the dashboard report is listed on the Reporting Schedule page, you can perform Edit, Activate, and other options from the Quick Actions menu. Click any of the following to perform actions for the schedule: 

The following screenshot is an example of the Quick Actions menu from Report Scheduling and Report Schedule:

quick action

Report Scheduling and Report Schedule: Status

Once the dashboard report is listed on the Reporting Schedule page, the Status column displays in the Reporting Schedule:

 The Status column does not signify the email status sent to the recipient(s).

Status Description


The report will be in Active Status once the scheduled report is created.


An Inactive status implies that the report generation is paused. However, this will not change the Daily, Weekly, or Monthly time frame.


The Finished status means that the report creation is completed. You can not edit a Finished report.

The following screenshot is an example of the Status column:

schedule status



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