Scheduling reports

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

Set or change the schedule

1. In the top menu, click Schedule.
2. Fill in the form:
   • Day of month (1–28) — type the day the report should send. Click the up/down arrows or type a number from 1 to 28.
   • Send time (HH:MM) — click the time box and pick the time of day to send.
   • Timezone — the timezone the day and time are read in, 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 line reflects your new setting.

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 send at the end of the month, choose 28.

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.