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Scheduling reports

The schedule controls when the monthly audit is automatically emailed. This page shows exactly how to set it.

How the monthly report works

The report happens in two automatic steps:

  1. Capture — on the 1st of every month. The app takes a snapshot of the month that just ended (for example, on August 1 it captures the July report) and saves it. This is fixed to the 1st so the numbers always reflect the end of the month — no matter when you receive the email.
  2. Send — on the day and time you choose. On your chosen day, the app emails that saved snapshot to your recipients.

So if you set the send day to the 3rd, you'll receive the report on the 3rd, but the data is the snapshot captured on the 1st. You are choosing when the email arrives, not what data it contains.

The send never beats the capture

If you choose to send on the 1st, the app waits until that morning's capture has finished before emailing — a scheduled report can never go out with missing data.

Set or change the schedule

  1. In the top menu, click Schedule.
  2. Fill in the form:
    • Day of month (1–28) — the day the report is emailed. Click the up/down arrows or type a number from 1 to 28.
    • Send time (HH:MM) — the time of day to send.
    • Timezone — the timezone the day and time are read in (and the timezone shown on the report's "Generated" line), written as an IANA name like America/Los_Angeles. Leave the default unless you need another zone.
    • Enabled — tick this box to turn automatic sending on; untick it to pause.
  3. Click Save schedule.
  4. A small message appears: "Saved." That's your confirmation.

Go back to the Dashboard and the Next scheduled run card reflects your new setting. Its Last automated check line shows the scheduler is alive and what it last did (captured, waiting, or sent).

Why only days 1–28?

Some months don't have a 29th, 30th, or 31st, so those days could cause a month to be skipped. To receive the report as early as possible, choose 1.

Pause without losing your settings

Untick Enabled and click Save schedule. Automatic sending stops, but your day/time/recipients are kept. You can still send manually from the Reports screen. Tick Enabled and save again to resume.

Note

If "Saved." doesn't appear, or you see a red message, check that the day is between 1 and 28 and the time is filled in, then click Save schedule again.