Schedules

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The Schedules function allows users and administrators to automatically generate and deliver reports according to a predefined timeline.

Each schedule defines what report to generate, who receives it, and when it should be delivered. Reports can be produced once (punctual) or on a recurring basis (daily, weekly, monthly, or yearly)*.

*Note: user accessibility to these functions is managed by the type of user permissions.

Schedules are represented by cards, each one represents a single schedule and provides quick access to its main properties.

Schedule card information

By clicking on the Schedule card, the following information appear:

Element

Description
Name Schedule name.
Model Report template (must be owned or shared).
Recipient Recipient account.
Status Enabled or disabled.
Data interval

It can be:

  • Punctual (default),

  • Daily,

  • Weekly,

  • Monthly.
Aggregation type

User can chose between:

  • None,

  • Daily,

  • Weekly,

  • Monthly.

Note: information depends on the Data interval.
Start date By defaults to the current date and time if not specified.
Interval time Used only for punctual schedules.

Modify a schedule card

By clicking on , it is possible to:

  1. Click on the button ,

  2. the following table reports the information to be filled in the form:

Element

Description
Enable scheduler Enable/Disable scheduler.
Name Schedule name.
Model Report template (must be owned or shared).
Recipient Recipient account.
Data interval

User can chose between:

  • Punctual (default),

  • Daily,

  • Weekly,

  • Monthly.
Aggregation type

User can chose between:

  • None

  • Daily,

  • Weekly,

  • Monthly.

Note: selection depends on the Data interval.
Start date By defaults to the current date and time if not specified.
Interval time Used only for punctual schedules.

  1. Click save .

Note: each schedule is owned by the creating user. Administrators can also create schedules for other users when needed.

Every schedule must be associated with:

  • A report template, and

  • A recipient account for delivery.

Users can select only templates and accounts they own or that have been shared with them.

Administrators can assign any template or account without restriction.

If a template or account becomes invalid (for example, deleted or revoked), the schedule is paused until a valid one is assigned.

The system includes built-in validation and recovery mechanisms to ensure that schedules operate reliably under all conditions.

During creation and execution, several automatic checks are performed to prevent misconfiguration and to handle delivery failures safely.

  • Start date and interval validation: Invalid combinations of start date and interval time are automatically blocked during schedule creation.

  • Automatic retries: If a report delivery fails, the system retries according to the defined retry policy until successful or until the retry limit is reached.

  • Safe deletion: Deleting an active schedule is managed carefully to avoid interrupting ongoing report generation or delivery.

  • Conflict warnings: Overlapping schedules that use the same template and recipient are permitted, but the system may display a warning to help prevent unintended duplication.

These mechanisms help maintain data consistency and ensure that automated report generation remains stable and predictable over time.