You can set up schedules to send regular reports to other users by email. For example, you can automatically send a report on the first day of every month. Once created, you can manage all your scheduled reports from the Document manager.

How to set up a schedule

Click the Reporting tab.
From the Reports section, click the Published or Draft header to expand the view and locate your report.
Click the report, then click View/Schedule.
In the top right within the Schedule section, click New schedule.

The Schedule or send PDF report window appears.
Under Report, you can amend the name of the attached PDF file. This doesn't amend the name of the report within Futrli.
Under Recurrence, select how often you want to send this report. This can be:
- Doesn’t repeat
- Daily
- Weekly
- Monthly
- Quarterly
- Annually
If you set a recurrence, select the start date and frequency and select whether you want the report to be reviewed first.
Select which invited Futrli users you want to send the report to.
Enter a subject line for the email and text for the body of the email. You can click Preview email to see how the email looks before you schedule it.
When you're ready to send it, click Schedule PDF report.

📌TIP: The option isn’t available to dashboards but you can convert them into a report. Visit our guide detailing the different ways you can share a report or dashboard.

Manage your schedules

Once created, you can manage a schedule from the Report's edit view:

You can also view and manage all your scheduled reports from the Document manager section:

You can Edit or Delete a scheduled report from both sections.

For example, you can edit to change the recurrence or start date, or add another recipient.

Use the Delete button to cancel and remove the schedule completely.

📌TIP: Use our interactive walkthrough of how to set up a schedule for a report.