> ## Documentation Index
> Fetch the complete documentation index at: https://docs.usedatabrain.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Schedule Reports For Internal Users

> This guide demonstrates how to create, schedule, and manage automated dashboard reports with flexible delivery options for users.

Please refer the below guide if email settings is not configured.

<Card title="Email Settings for Scheduled Reports" href="https://docs.usedatabrain.com/guides/preview-of-dashboards/email-settings-for-scheduled-reports" />

## 1. Access Report Scheduler

* Click on the **Settings** icon located next to the Preview icon.
* Select **"Report Scheduler"** from the dropdown menu.
* Then, click on the **"+ New Schedule"** button in the Report Scheduler window.

<Frame alt="GIF showing how to access the Report Scheduler from dashboard settings">
  <img src="https://mintcdn.com/databrainlabs-bef6850a/acJVn7w4urVkmFSA/images/guides/access-report-scheduler.gif?s=54a6ce597d09c59a97b9d48cf9cae320" width="1629" height="920" data-path="images/guides/access-report-scheduler.gif" />
</Frame>

## 2. Configure Report Scheduler

* Enter a descriptive subject line for the report and add recipient email addresses in the **"Send to"** field.
* Then, select desired charts from the **"Charts to Attach"** dropdown menu and choose relevant clients from the **"Clients"** dropdown list.
* Set email frequency by selecting one of the following options:
  * Daily
  * Weekly
  * Monthly
* Then, choose specific days for report delivery and set your preferred scheduled time and timezone.
* Finally, click **"Save"** to confirm the settings.

<Frame alt="Configuration panel for creating a scheduled report">
  <img src="https://mintcdn.com/databrainlabs-bef6850a/jzYViQJeLwpwFJzr/images/guides/configure-report-scheduler.png?fit=max&auto=format&n=jzYViQJeLwpwFJzr&q=85&s=0864211412911382336b9088a905ed2d" width="2940" height="1658" data-path="images/guides/configure-report-scheduler.png" />
</Frame>

## 3. View the Scheduled Reports

Once scheduled, all created reports will be visible under the **Report Scheduler** window.\
This list displays the **report title**, **recipient email**, and **scheduled time**.

<Frame alt="List of created scheduled reports in the Report Scheduler window">
  <img src="https://mintcdn.com/databrainlabs-bef6850a/8xCHmILETtdCh3GK/images/guides/view-report-scheduler.png?fit=max&auto=format&n=8xCHmILETtdCh3GK&q=85&s=f3ff1db83f876f0868b2661923f47f8f" width="2940" height="1658" data-path="images/guides/view-report-scheduler.png" />
</Frame>

## Manage Existing Scheduled Reports

* **To edit:** Click on the report to make the necessary changes and click on **"Update"**
* **To delete:** Click the three dots (⋮) icon and select **"Delete"**

<Frame alt="Options to edit or delete existing scheduled reports">
  <img src="https://mintcdn.com/databrainlabs-bef6850a/qmNOcXJhZqCCEv7-/images/guides/manage-existing-scheduled-reports.png?fit=max&auto=format&n=qmNOcXJhZqCCEv7-&q=85&s=26d11aecd9c70ae30381beb97484588d" width="2940" height="1658" data-path="images/guides/manage-existing-scheduled-reports.png" />
</Frame>

<Check>
  You’ve successfully scheduled automated dashboard reports.\
  Your reports will now be delivered automatically to the selected recipients with the configured frequency and charts.
</Check>