Scheduled Reports

Learn how to automate report generation and delivery with scheduled reports.

Overview

Scheduled Reports allow you to automatically generate and deliver reports on a recurring basis. Set up a schedule once, and Compass will generate the report at specified intervals and email it to your chosen recipients.

Creating a Scheduled Report

1. Go to Report Builder → Scheduled Reports
2. Click to create a new schedule
3. Fill in the schedule configuration form

Report Configuration

Field	Required	Description
Schedule Name	Yes	A descriptive name for this schedule
Report Type	Yes	Select the entity type: Projects, Tasks, or Trips
Saved Report	Yes	Select from your saved custom views for the chosen entity type
Internal Recipients (Users)	No	Select workspace users to receive the report
External Recipients (Emails)	No	Enter email addresses for external recipients
Administration Notes	No	Internal notes (not included in the email)

tip

You can paste multiple external email addresses at once, separated by commas, semicolons, or spaces. Invalid emails will be highlighted in red.

Schedule Configuration

Field	Required	Description
Period (Frequency)	Yes	How often to send: Daily, Weekly, or Monthly
Time	Yes	Time of day to send the report
Weekdays	Yes (weekly only)	Which days of the week to send (shown only for Weekly frequency)
Email Subject	Yes	Subject line of the delivered email
Email Message	No	Body text of the email
Active	Yes	Toggle whether this schedule is currently active (Yes/No)

How Saved Reports Work

The Saved Report dropdown shows custom views you have previously saved. The available options change based on the selected Report Type:

• Projects → shows your saved project views
• Tasks → shows your saved task views
• Trips → shows your saved trip views

Changing the report type resets the saved report selection.

Managing Scheduled Reports

Viewing Schedules

1. Go to Report Builder → Scheduled Reports
2. View all configured schedules

Editing a Schedule

1. Click on a schedule to open it
2. Modify the settings
3. Save changes

Activating or Deactivating

Use the Active toggle on a schedule to enable or disable it without deleting the configuration.

Deleting a Schedule

1. Open the scheduled report
2. Click Delete
3. Confirm deletion

Viewing Logs

Each schedule has a logs tab where you can review the delivery history and status of past executions.

Related

• Creating Reports — Build custom reports
• Report Builder Overview — Module overview