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Scheduled reporting turns a repeatable report into a recurring delivery or run history. It is useful only when the saved report already has a clear calculation and scope.

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Scheduled access

The Reports navigation can expose a Scheduled or Runs section when the relevant feature flags, plan, and permissions allow it. Current Settings also gates some reporting administration to Teams owners or admins.

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What a scheduled report should preserve

A schedule should keep the report key or definition, period logic, data scope, filters, and recipient or delivery configuration consistent with the report you intended to automate. Do not schedule a vague dashboard screenshot and assume it will always represent the same period or scope.

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Report runs

Runs provide history for scheduled or generated reports. Open a run detail when you need to understand what happened on a specific execution rather than editing the underlying report definition.

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Permissions

Viewing reports and exporting them are separate permissions. Scheduling can also be limited by plan and administrative access.
Last modified on September 7, 2026