Scheduled Reports: When They Are Delivered

When you schedule a Report to be emailed, you select a Frequency that determines when the Report is generated and distributed. This article explains each Frequency option, when Scheduled Reports begin generating, and why delivery times can vary.

For steps to configure Scheduled Reports, see Reporting Interface Overview.

Scheduled Report settings for a Report in the Admin Experience

 

Frequency Options

Once the Email Report has been turned ON, the first setting to configure is Frequency.

Email Report turned on with the Frequency setting displayed

 

The following options are available for Frequency:

  • Daily
  • Weekly
  • Semi-Monthly
  • Monthly
  • Quarterly
  • Semi-Annually
  • Annually

 

When Scheduled Reports Begin Generating

Each Frequency determines the days a Scheduled Report runs. On those days, the Report begins generating between 1:01 AM and 1:30 AM, based on the time zone of your Portal's regional server. The following table shows when each Frequency begins generating a Report for email distribution:

Frequency Report Begins Generation
Daily

When you select Daily as the Frequency, the Scheduled Report begins generating between 1:01 AM and 1:30 AM every day.

Frequency set to Daily

Weekly

When you select Weekly, you also select a Day. The Scheduled Report begins generating between 1:01 AM and 1:30 AM on the selected Day each week.

Frequency set to Weekly with the Day setting displayed

Semi-Monthly

When you select Semi-Monthly, the Scheduled Report begins generating between 1:01 AM and 1:30 AM on the first and fifteenth day of every month.

Frequency set to Semi-Monthly

Monthly

When you select Monthly, the Scheduled Report begins generating between 1:01 AM and 1:30 AM on the first day of every month.

Frequency set to Monthly

Quarterly

When you select Quarterly, the Scheduled Report begins generating between 1:01 AM and 1:30 AM on the first day of January, April, July, and October every year.

Frequency set to Quarterly

Semi-Annually

When you select Semi-Annually, the Scheduled Report begins generating between 1:01 AM and 1:30 AM on the first day of January and July every year.

Frequency set to Semi-Annually

Annually

When you select Annually, the Scheduled Report begins generating between 1:01 AM and 1:30 AM on the first day of January every year.

Frequency set to Annually

 

The exact start time within this window can vary between Reports and may change when a schedule is saved again. Start times are spread across the window to balance system load, and the schedule may be adjusted to accommodate system load at any time.

 

Regional Server Time Zones

The generation window is based on the time zone of the regional server that hosts your Portal. It is not based on UTC. Times follow local daylight saving time where it applies.

Region Server Time Zone
CN China Standard Time (UTC+8)
AU Australian Eastern Time (Sydney)
EU UK time (GMT, or BST during daylight saving time)
CA Mountain Time
US Mountain Time

 

For example, a Daily Scheduled Report on a US Portal begins generating between 1:01 AM and 1:30 AM Mountain Time, even if the Portal's Default Time Zone is set to Eastern Time.

 

Portal Default Time Zone

The Default Time Zone in your Portal Settings does not change when Scheduled Reports generate. It affects how dates and times display within Reports.

 

When Scheduled Reports Arrive

The times in this article show when a Scheduled Report begins generating, not when the email arrives. After generation starts, the Report is queued, built, and then emailed to its recipients. Due to factors such as server traffic and Report size, it may take up to one hour for Scheduled Reports to arrive in Users' email inboxes, and large Reports may take longer.

 

Why a Scheduled Report Might Not Arrive

A Scheduled Report is not sent if any of the following conditions apply when it is due to generate:

  • The User who created the Scheduled Report no longer has permission to access the Report.
  • The User who created the Scheduled Report has been deactivated or deleted. If a deactivated User is reactivated, their Scheduled Reports resume. For more information, see User Management.
  • The Report is missing required filters.
  • Email is turned off for the Portal.

 

Other Scheduled Reporting Features

The generation window in this article applies only to standard Scheduled Reports. The following features run on their own schedules.

 

Analyze Essentials

Reports scheduled through Analyze Essentials are not tied to the standard generation window. When you set the schedule frequency (daily, weekly, monthly, or yearly), you also select the specific time of day the report generates.

For details, see Analyze Essentials: Exporting and Scheduling Reports.

 

Scheduled Data Exports

Scheduled Data Exports run on a separate schedule from Scheduled Reports. For North American (US and CA) environments, exports begin generating early in the morning, typically between 1:00 AM and 5:00 AM Mountain Time, and other generation times can be requested.

For details, see Data Exports.

 

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  • Hi -

    In addition to the above.  I see we can select Daily as option.  If we schedule it for daily when does the report be delivered.

    Thanks!

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