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Scheduled Reports

Any report you can download from the Export Data panel can also be scheduled to run automatically and be emailed to a set of recipients — no need to remember to download it every week. See Exporting Data for what each report type and option means.

Setting up a schedule​

  1. Open the Export Data panel and configure the report exactly as you would for a manual download — report type, format, transform, filters, and any other options.

  2. Click Schedule (next to Download Report) instead of downloading.

  3. In the Schedule this report dialog, choose Recipients — search for and select the study members who should receive the report. Recipients must be existing study users; you cannot enter an arbitrary email address that is not already a member of the study.

  4. Choose a Frequency:

    FrequencyWhat you configure
    DailyA time of day
    WeeklyA day of the week and a time of day
    MonthlyA day of the month (1–28) and a time of day
    Custom (cron)A standard 5-field cron expression, interpreted in UTC
    • For Daily, Weekly, and Monthly, also set the Time and Timezone the report should run in.
    • For Custom (cron), enter the cron expression directly — for example 0 9 * * 1 runs every Monday at 9:00 AM UTC. This option is intended for users already familiar with cron syntax.

  5. Click Send test now to generate and email the report immediately with the current settings, without creating a schedule. Use this to confirm the recipients and the report itself look right before committing to a recurring cadence.

  6. Click Schedule to save. The report now runs automatically and emails every selected recipient on the configured cadence.

Managing existing schedules​

Click Scheduled Reports at the top of the Export Data panel to see every schedule configured for the study. Each entry shows:

  • the report type and the recipient count and list,
  • a plain-language summary of the cadence — for example, "Weekly on Monday at 09:00 (America/Los_Angeles)",
  • whether the schedule is active or paused,
  • the outcome and timestamp of its most recent run.

From this list you can:

  • Pause / resume — the play/pause button stops or restarts a schedule without deleting it. A paused schedule keeps its configuration and can be resumed at any time.
  • Delete — the trash icon permanently removes the schedule. This cannot be undone; create a new schedule if you need it again.

Notes​

  • A schedule always re-runs the exact export configuration it was created with. Changing your selections in the Export Data panel afterward does not affect existing schedules — create a new schedule if you need different settings.
  • The report is delivered as an email attachment to each recipient. If a scheduled run fails, that failure is reflected in the schedule's last-run status.