Reports, Scheduling, and Governed Exports
Reports — Scheduled
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Navigation: Explore → Reports → Scheduled
Primary audience: report owners, administrators, and users permitted to manage recurring delivery
Purpose
Scheduled manages recurring report generation and governed distribution. It shows run cadence, audience checks, delivery channels, failures, pauses, and the next execution date.
Scope controls and indicators
Period limits upcoming schedule dates. Owner filters schedule ownership. State selects active, paused, failed, or disabled schedules. Audience filters permitted recipient groups.
Active Schedules shows current recurrence. Next 24 Hours identifies imminent runs. Paused shows deliberate suspension. Failed Deliveries counts schedules whose latest delivery did not complete, with reason.
Delivery calendar and schedule register
The calendar shows planned runs and their state. The recurring-deliveries table lists report, cadence, audience, next run, owner, channel, format, classification, and last result.
Supporting analysis
Delivery channels shows email, workspace, secure link, API, or other permitted routes. Audience checks shows passed, warning, or blocked permission validation. Schedule controls surfaces retry, pause, test, and audience-correction tasks.
Actions
- Create, edit, pause, resume, or delete a schedule.
- Run a permitted schedule immediately.
- Test generation and audience without performing live distribution.
- Retry a failed delivery after resolving the cause.
- Edit recipients, channel, format, classification, or expiry.
- Open the latest report and delivery record.
Recommended procedure
Validate audience and classification before enabling a schedule. Use Test after changing template, source, or recipients. Investigate failed delivery rather than repeatedly retrying a policy-blocked destination.
States and limitations
A generated report and a successful delivery are distinct states. Recipient permission is checked at execution time. A schedule can run successfully while delivery is suppressed because the audience no longer qualifies.