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Scheduled Reports

How to set up and automatically deliver recurring reports to your inbox

Note: Scheduled reports are available for Partner and CouncilPro Hosts. To learn how to build on-demand custom booking reports, see Custom Reports.

How to Set Up a Scheduled Report

  1. Go to the Scheduled Reports Dashboard
  2. Select + New Schedule.
  3. Name your report (example: Weekly Hall Report)
  4. Choose the report type: Advanced Bookings, Spaces, Customers, or Regular Customer Applications.
  5. Select the generation frequency: Daily, Weekly, or Monthly.
  6. Set the delivery time in your local time zone.

Note: If you select Advanced Bookings, you must apply and save your filter first before scheduling the report. Learn how to save booking filters.

Configuring Automated Email Delivery

You can configure scheduled reports to automatically send via email upon generation:

  • Delivery method: Choose to attach files directly to the email or send a download link that expires after 7 days.
  • Recipients: Add team members with user accounts or external email addresses to the recipient list.

Whenever a report generates according to its schedule, all listed recipients receive a copy directly in their inbox.

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