Scheduling Automatic Report Emails

What Are Scheduled Reports?

The Report Builder lets you create custom reports with your own filters. You can also schedule these reports to be automatically emailed to you so you always have fresh data without having to log in and run the report manually.

Setting Up a Schedule

1. Go to Reports in the admin sidebar, then click Custom Reports (Report Builder), or navigate to /admin/report-builder.
2. Build or load a saved report.
3. In the Save card on the right side of the screen, find the Schedule dropdown.
4. Select your preferred frequency:
   • No schedule — The report only runs when you open it manually.
   • Daily — The report is emailed to you every day.
   • Weekly — The report is emailed to you once a week.
   • Monthly — The report is emailed to you once a month.
5. Click Save Report (or update the existing saved report).

What You'll See

After saving, the schedule is shown on the saved report when you load it again. A label next to the report name confirms the schedule that is active.

Who Receives the Email?

The report is emailed to the librarian account that created and saved the report. Make sure your account has a valid email address configured in your profile.

Changing or Removing a Schedule

1. Open the saved report in the Report Builder.
2. Change the Schedule dropdown to a different frequency, or select No schedule to stop automatic emails.
3. Click Save Report to apply the change.

If Something Goes Wrong

• Not receiving emails — Check your spam or junk folder. Verify your account email address is correct in your profile settings.
• Report data looks outdated — Scheduled reports use the filters saved with the report. If your filters include a fixed date range, update the report to use relative date filters (such as "Last 30 days") before saving.