Scheduled Reports

Last Updated: April 07, 2026

The Scheduled Reports function exports data from the Print Job Records reports in PDF or CSV format to specified email addresses.

Key Points

  • Scheduled Reports are only applicable to the Overview and Records reports (User, Job Title, etc.,) and do not apply to the Simplified Scanning report.
  • Data entered into the report configuration fields transfer into the Schedule a Report modal.
  • Pop-up blockers can impact the Schedule a Report modal.

Intervals

The interval defined in the Repeats dropdown follows the logic below.

Daily
Daily reports are processed and sent after 1 AM for the previous day.
Weekly
Weekly reports are processed and sent each Sunday after 1 AM for the previous week.
Monthly
Monthly reports are processed and sent on the 1st of each month after 1 AM for the previous month.
Yearly
Yearly reports are processed and sent on January 1st each year after 1 AM for the previous year.

Schedule a Report

  1. In the Admin Console, go to Reports then Print Job Records.
  2. While in the Run a Report tab, select the desired report from the Report Type dropdown.

  3. Enter in any filtering data (User Name, Computer Name, Printer Type, etc.).

    Filtering data may also be added to the modal after selecting Schedule Report.

  4. Select Schedule Report.

  5. Enter a name for the report and select the output format (PDF / CSV).

    The Overview reports only support the PDF format.

  6. In the Recipients field and add the destination email addresses. Separate multiple addresses using commas.
  7. Add or adjust filtering data in the related fields.
  8. In the Repeats drop-down, select the frequency (Daily, Weekly, Monthly, Yearly).
  9. Optional: Select the box for Run initial report for <selected frequency> now.
  10. Select Schedule Report.

Schedule a Report modal showing the fields for the user report.

The recipient email addresses receive a report at the interval selected. If you selected to run the initial report now, the report arrives shortly after.

Manage Scheduled Reports

To view, edit, delete, or resend a scheduled report, select the Scheduled Reports tab on the Print Job Records screen. This brings up a list of scheduled reports and the manage options.

Scheduled Reports tab showing different reports and their manage options.

Edit

To edit an existing report:

  1. Select the Edit option on the right.
  2. Make any necessary changes in the Schedule a Report modal.
  3. Select Schedule Report when finished.

Details

Select the Details option on the right to expand the line item to show the report's history. From there you can view previous reports and select the Download report or Download CSV link to download a copy to your device. Select Run report and send to trigger another copy of the report sent to the destination email addresses.

Print Report History for a selected scheduled report.

Delete

To delete an existing report:

  1. Select the Delete option to the right of the report name.
  2. In the browser alert select OK.

Delete scheduled report pop-up modal.