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Manage Scheduled Reports and Download Runs

Pause or resume report schedules, check whether a delivery succeeded, and download a saved CSV from a completed run.

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The schedule window shows the recurring reports you manage and their recent run history. Use it to pause a schedule temporarily, resume it later, remove one you no longer need, or retrieve a completed CSV.

Open your schedules

Open Reports and choose Manage Schedules. Scheduled reports are available on Professional and Enterprise.

Pause, resume or remove a schedule

  • Check the schedule name, reporting period, frequency, next run and active or paused status.
  • Select the pause control to stop future runs temporarily. Use the play control to resume it; the next run time is recalculated.
  • Delete a schedule when you no longer need it. Deleting a schedule also removes its associated run history.

Check recent runs and download a file

  1. Read the run status

    The recent runs list shows when each run happened, its schedule name and whether it was sent, failed or skipped. It also indicates whether a run used the free allowance or was charged.

  2. Download a saved run

    When a CSV copy is available, select its download button in the run row. The downloaded file is the output saved for that run.

  3. Investigate a problem

    A failed run can show an error on the run row, and a schedule with an error has a warning indicator. Check the recipients, schedule and wallet status; resume the schedule if it has been paused and is ready to run again.

For setting up a recurring delivery, see Schedule Reports for Automatic Delivery.

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