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# How to Schedule a Report to Send Automatically

# How to Schedule a Report to Send Automatically

**In this article:**
* Overview
* Before you start
* How to schedule a report
* Choosing how often it sends
* Things to keep in mind
* FAQs
* Who can do this

## Overview
Scheduling turns a saved report into an automatic email. On the schedule you choose, SuperPath re-runs the report, generates a CSV, and emails a link to the recipients you picked — so the right people get up-to-date numbers without anyone remembering to run the report.

![](https://storage.googleapis.com/superpath-help-centre/how-to-schedule-a-report-to-send-automatically/01-clock-icon-highlighted_e302d614.png)

## Before you start
Scheduling works from a **saved report**, so save your report first (see *How to Save a Report*). The schedule is tied to that saved report.

## How to schedule a report
1. In the left-hand menu, go to **Reports** and click the **Saved Reports** tab.
2. In the report's row actions, click the **Schedule a Report** (clock) icon.
3. In the **Send Schedule Report** dialog, use the **Search people and teams** box to add recipients — the people and teams who should receive the report.
4. Under **Send**, choose how often it should go out and on which day (see below).
5. Check the **This report will be first sent on…** line to confirm the first send date.
6. Click **Create Schedule Report**.

![](https://storage.googleapis.com/superpath-help-centre/how-to-schedule-a-report-to-send-automatically/02-schedule-dialog-filled_1047c584.png)

SuperPath confirms with **Scheduled report created successfully**.

## Choosing how often it sends
The **Send** dropdown offers:

* **Weekly** — then choose the day of the week.
* **Monthly** — then choose which occurrence and weekday (for example the first Monday).
* **Monthly on day** — then choose a specific day of the month.
* **Yearly** — then choose the month and day.

As you set these, the dialog shows the **first send date** so you can confirm it before creating the schedule.

## Things to keep in mind
* Recipients receive an email with a link to the report file each time it runs — the report re-runs against live data at send time, so figures are current.
* Report links in the email are valid for 3 days; recipients can request a fresh link if one expires (see *How to Access a Scheduled Report From the Email Link*).
* A saved report can have more than one schedule — for example a weekly send to one team and a monthly send to another.
* Deleting the underlying saved report stops its schedules.
* The CSV includes a column for each Custom Field with **Include in reports** turned on. Which fields are included follows the access of the person who created the schedule, not each recipient.

## FAQs
**Do recipients need a SuperPath login?**
Yes. The email links open the report in SuperPath, and a recipient must be signed in as themselves to access it.

**Can I schedule any report?**
You schedule a saved report, so first save the report you want, then add a schedule from the **Saved Reports** tab.

**How do I see or remove schedules I've set up?**
In the schedule dialog, click **Show Scheduled Reports** to see existing schedules and remove them — see *How to Delete a Scheduled Report*.

## Who can do this
**Owners**, **Admins**, **Managers** and **People Managers** can reach the Reports area and schedule a saved report. **Content Managers**, **Instructors**, **Employees** and **Restricted** users do not have access to the Reports area.