What this feature does and when to use it?
The Schedule Report feature lets you automate the delivery of your saved reports to yourself and your teammates via email. Instead of manually generating and sharing reports, you can schedule them to be sent automatically at your preferred frequency, ensuring everyone receives the latest insights without any additional effort.
Use this feature when:
• You want reports to be emailed to you or your teammates automatically.
• You need reports delivered on a regular schedule, such as daily, weekly, or monthly.
• You want to share report insights with individual teammates or entire teams without manually exporting and sending them.
• You need to manage multiple scheduled deliveries for the same saved report.
When creating a schedule, you can choose the report frequency, start and end dates, recipients, and the export format (CSV or XLS). Once configured, Recruit CRM automatically generates and emails the report according to your schedule, helping you stay informed while saving time on repetitive reporting tasks.
Schedule a Report
1. Generate the report
Navigate to the Reports section and open the report you want to schedule.
Configure the report using the required filters and click Generate Report.
2. Open the scheduling window
After the report is generated, click Schedule Report.
3. Configure the schedule
Set up how and when you want the report to be delivered.
Configure the following:
• Frequency – Choose how often the report should be sent (Daily, Weekly, or Monthly).
• Schedule Name – Enter a name to help you identify the scheduled report later.
• Start Date & Time – Select when the schedule should begin.
• End Condition – Choose one of the following options:
End on a specific date.
End after a specified number of occurrences.
Continue indefinitely without an end date.
4. Choose the recipients
Select the users who should receive the scheduled report via their registered email addresses.
You can send the report to:
• Individual teammates.
• Entire teams.
5. Configure the email
Enter the details for the email that will accompany the report.
Configure the following:
• Email Subject
• Email Body
• File Format – Choose whether the report should be attached as a CSV or XLS file.
6. Save the schedule
After reviewing your settings, click Save Schedule to create the scheduled report.
Track Scheduled Reports
You can view and manage all scheduled reports from the Saved and Scheduled Reports tab.
From this page, you can:
• View all your saved and scheduled reports.
• Click the green Schedule label to view the schedule details and delivery history once reports have started sending.
• Turn an existing schedule On or Off using the schedule toggle.
• Create an additional schedule by clicking Add New Schedule.
Add Another Schedule to a Saved Report
A saved report can have multiple schedules, allowing you to send the same report at different times or to different recipients.
To add another schedule:
1. Open the Saved and Scheduled Reports tab.
2. Locate the saved report and click the Calendar icon in the Actions column.
3. Click the ellipsis (⋯) menu and select Edit Schedule.
4. Click Add New Schedule.
5. Configure the schedule by selecting the frequency, start and end conditions, recipients, email details, and preferred file format.
6. Click Save Schedule to add the new schedule.
📌 Please note: A user can generate and save multiple reports but can only add two schedules to each of the saved reports.
Troubleshooting
Problem: Recipients are not receiving scheduled reports by email
Problem: Recipients are not receiving scheduled reports by email
Likely cause: The intended users were not added as recipients.
What to check:
Review the schedule configuration and confirm the correct users and/or teams are selected as recipients.
Confirm that the users have active, registered email addresses in Recruit CRM.
Resolution: Update the schedule to include the correct users or teams and ensure their email details are accurate.
Problem: Scheduled report stops sending earlier than expected
Problem: Scheduled report stops sending earlier than expected
Likely cause: The schedule was configured with an end date or a limited number of repetitions.
What to check:
Open the schedule settings and review the ending options (specific date, repetitions, or run indefinitely).
Resolution: Adjust the ending option to extend the schedule or set it to run indefinitely if you want ongoing delivery.
Problem: The report arrives, but the format is not what the recipient expects
Problem: The report arrives, but the format is not what the recipient expects
Likely cause: The wrong file type (CSV or XLS) was selected when creating the schedule.
What to check:
Review the schedule configuration and verify which file format is selected.
Resolution: Edit the schedule and change the report file type to the preferred format (CSV or XLS), then save the updated schedule.
FAQs
Q1: Can I schedule any report from the Reports section?
Q1: Can I schedule any report from the Reports section?
You can schedule the delivery of reports that you can generate and save from the Reports section, using the Schedule Report button available after the report is generated.
Q2: How many schedules can I add to a single saved report?
Q2: How many schedules can I add to a single saved report?
A user can generate and save multiple reports, but can only add two schedules to each of the saved reports.
Q3: What file formats are available for scheduled reports?
Q3: What file formats are available for scheduled reports?
You can choose between CSV and XLS as the file type for scheduled reports.
Q4: Who receives the scheduled reports?
Q4: Who receives the scheduled reports?
Scheduled reports are sent by email to the users and teams you select as recipients in the schedule configuration, using their registered email addresses in Recruit CRM.
Q5: Where can I see and manage all my scheduled reports?
Q5: Where can I see and manage all my scheduled reports?
You can keep track of all your scheduled reports under the Saved and Scheduled Reports tab, where you can monitor schedules, view history, add new schedules, and turn existing schedules on or off.
Conclusion:
Automating report delivery with the Schedule Report feature in Recruit CRM helps you and your teammates stay informed without manual effort. Configure your schedules, recipients, and formats once, and the system will keep your reports flowing reliably to the right inboxes.