> ## Documentation Index
> Fetch the complete documentation index at: https://docs.invoca.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Scheduling Reports

> Save your report and dashboard views, then schedule them for automatic delivery on a recurring cadence.

<Note>
  Invoca is migrating Dashboards and Reports to the newer Insights & Analytics experience. See [Insights & Analytics: Getting Started Guide](/s/article/insights-analytics-getting-started-guide) to check out the new experience.
</Note>

Saving and scheduling lets you revisit useful report configurations, share insights with other users in your organization, and deliver updated data automatically on a regular cadence.

## Saving and scheduling a report

1. Configure a report's filters, date range, columns, sorting, and pagination the way you want.
2. Click **Save**, enter a name, and click **Save** again.
3. Click the **Star** button for faster access later, from the Starred Items menu.

Access saved reports anytime under **Reports > My Reports**. Large reports (over 2,000 rows) may take time to process — check the **Requested Reports** tab for anything still in progress.

Before scheduling a report, make sure it uses a relative date range (Yesterday, This Month, and so on) rather than a fixed range, so it doesn't send the same data every time.

**Steps:**

1. Under **My Reports**, select a saved report and click **Create Schedule**.
2. In the **To** field, enter recipients — Invoca users or external guest email addresses. Check **Also send to any new users added to Invoca** to include future users automatically.
3. Enter a subject line and optional message body.
4. Choose a file format (CSV or Excel) and whether to include the report as an attachment (required for guest recipients).
5. Choose a Daily, Weekly, or Monthly frequency and which day to send it. Scheduled reports send at 3 a.m. Pacific Time.

Each saved report can only have one schedule — to send the same view on a second schedule, duplicate the saved report first.

## Saving and scheduling a dashboard

1. Click **Dashboards** in the sidebar, then **Manage Dashboards**, and select the dashboard to schedule.
2. Set up the dashboard's data views the way you want them — remember dashboards refresh with current data on each delivery, so set date ranges accordingly.
3. Click the clock icon in the dashboard header to open the scheduler:
   * **Recipients** — any email address, including non-Invoca users. Check **Send dashboard PDF to users added in the future** to include every subsequently added user automatically.
   * **Frequency** — Daily, Weekly, or Monthly.
   * **Schedule** — day of week or month; dashboards deliver at 3 a.m. Pacific Time.
   * **Email Options** — customize the subject line and add a message body.
4. Click **Save**.

## FAQ

**Who can schedule reports and dashboards?**
Any user can schedule a report to themselves. Manager and Super User-level users can also schedule deliveries to other users or guests. Only the creator of a scheduled report can edit or delete it.

**Do Filtered Reporting users receive filtered versions?**
Yes — each Filtered Reporting user receives a version limited to the value they're mapped to. For example, five region-mapped users scheduled the same report will each receive only their own region's data.

**What's the attachment size limit?**
Reports over 20MB can't be attached to email; a download link is still included for recipients with an Invoca account.

## Editing a saved or scheduled report

Open the report from **My Reports**, make your changes, and click **Save** — this overwrites the previous view and applies to future scheduled deliveries. To change just the schedule, use **Actions > Edit Schedule**, or **Unschedule** to stop delivery entirely.

## Sharing a saved report

Copy and send the report's URL to any other user with the appropriate access — no scheduled delivery needed. Recipients only see data and columns their own permissions already allow.

## Where to go next

* [Invoca Reporting: General User Guide](/s/article/invoca-reporting-general-user-guide)
* [Scheduled Report External Recipient Removed by Invoca System](/s/article/scheduled-report-external-recipient-removed)
* [Report Time Zones](/s/article/report-time-zones)