User Guide
Schedules
Available in Professional and Enterprise editions.
Schedules automatically generate reports and deliver them by email.
Creating a schedule
Click New Schedule.
Schedule details
| Field | Description |
|---|---|
| Name | Schedule name |
| Report | The report to generate |
| Frequency | Hourly, Daily, Weekly or Monthly |
| Run at | Time of day (HH:MM) |
| Format | PDF, Excel or CSV |
| Active | Enable or disable |
Frequency options
Daily — runs every day at the specified time.
Weekly — select one or more days of the week.
Monthly — select specific days of the month, including First and Last.
Recipients
Add email addresses by typing and pressing Enter. Each address appears as a chip.
SMTP configuration
Email delivery requires SMTP in appsettings.json:
"Scheduler": {
"Smtp": {
"Host": "smtp.gmail.com",
"Port": 587,
"UseSsl": true,
"Username": "[email protected]",
"Password": "your-password",
"FromAddress": "[email protected]",
"FromName": "Your Company Reports"
}
}Schedule status
| Status | Description |
|---|---|
| Pending | Waiting for first run |
| OK | Last run succeeded |
| Failed | Last run failed |
| Inactive | Schedule is disabled |
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