Scheduling reports

Create a schedule

Click Schedule in the Reports page header, or Schedule on a report. On other plans the button carries a lock.

1. Report Setup: choose the Report Template (filled in when you start from a report), the Data Sources, and a Schedule Name.
2. When to Run: choose One-time with a date, or Recurring with a frequency:
   • Daily
   • Weekly, on a day of the week
   • Monthly, on a day of the month
   • Every 3 months, on a day of the month
   • Yearly, first run one year after you save the schedule
   and a Time. Times are in UTC.
3. Notifications: add the email addresses to notify.

Check the summary and save.

What happens at run time

clariBI checks for due schedules every 30 minutes. For each one it syncs sources whose data is out of date, generates the report and emails each recipient "Scheduled Report Ready" with a link to the report in clariBI. The email carries a link, not a file, so recipients need access to your organization's reports to open it.

Every run is a new version of the report. The report's Report Versions panel lists them.

Managing schedules

The Schedules tab lists every schedule with its next run, success rate and last run. A scheduled report shows a Scheduled Report banner with buttons to edit the schedule and view its run history. Deleting a schedule keeps the reports it already produced; its run history is deleted with it.

Credits

Each run uses AI credits like a report you generate by hand. A weekly schedule runs about four times a month, so budget for that on top of your other use.