# Schedule a Report

Have the platform generate a PDF report daily, weekly or monthly and e-mail it to members of your organization.

Source: https://docs.deepinfo.com/guide/reports/schedule-a-report/

Last updated: 2026-09-26

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A scheduled report generates one type of PDF report on a regular basis, daily, weekly or monthly, and
e-mails it to the members you choose. You set up and remove schedules on the **Scheduled Reports** screen.

## Before You Start

- **Package:** your organization's package must include Reports. See [Reports](/guide/reports/).
- **Role:** Admin or Member. Admins can send a schedule to any member of the organization; a member can
  choose only themselves as the recipient.
- **Recipients:** reports are e-mailed to members of your organization. To add people first, see
  [Manage members and invitations](/guide/settings/members/).

## Where to Find It

**Sidebar:** **REPORTS** › **SCHEDULED REPORTS** · [https://platform.deepinfo.com/app/platform/scheduled-reports](https://platform.deepinfo.com/app/platform/scheduled-reports)

## Read the Screen

1. **Breadcrumb and title:** **DEEPINFO / SCHEDULED REPORTS** and **Scheduled Reports**.
2. **SCHEDULE A REPORT:** opens the popup that creates a schedule.
3. **ALL REPORTS** tab: your schedules, one card each. A card shows "Scheduled for:" and
   "Last Sent Date:".

When there are no schedules yet, the screen shows **No scheduled reports** and "Schedule a report to have it
delivered to your inbox automatically."

![The Scheduled Reports screen with no schedules yet, showing No scheduled reports and the SCHEDULE A REPORT button.](/img/guide/reports/schedule-a-report-02.png)

## Schedule a Report

1. Select **SCHEDULE A REPORT**. The **SCHEDULE NEW REPORT** popup opens. It has two steps.
2. **Report Template:** under **REPORT TYPE**, select the report to send. Every template is a PDF report:
   - **EASM Executive Summary Report**
   - **EASM Weekly Progress Report**
   - **Asset Detail Report**
   - **Vulnerability Detail Report**
   - **Vulnerability Overview Report**
   - **Issue Overview Report**
   - **Issue Detail Report**
3. If you chose a report about one item, an extra field appears. Pick the item there:
   - **Asset Detail Report:** **ASSET** ("Select asset").
   - **Vulnerability Detail Report:** **CVE ID** ("Select CVE").
   - **Issue Detail Report:** **ISSUE** ("Select issue").
4. **Scheduling & Delivery:**
   1. Enter a **SCHEDULE NAME**.
   2. Under **FREQUENCY**, choose **DAILY**, **WEEKLY** or **MONTHLY**.
   3. Under **DELIVERY CHANNELS**, **Email** is switched on. In the **Add a member** box, choose the members
      who should receive the report. You can choose more than one.
5. Select **SCHEDULE REPORT**. The schedule appears in the list.

To close the popup without saving, press Esc.

![The SCHEDULE NEW REPORT popup at step 1, Report Template, with the PDF report tiles under REPORT TYPE.](/img/guide/reports/schedule-a-report-03.png)
![Step 2 of the popup, Scheduling & Delivery, with the SCHEDULE NAME field, a frequency chosen under FREQUENCY and the Add a member box under DELIVERY CHANNELS.](/img/guide/reports/schedule-a-report-04.png)

## See a Schedule's Details

Click a schedule's card. A drawer opens on the right with two tabs, **Overview** and **History**.
**Overview** shows **Frequency**, **Members** (the recipients), **Next Send Date** and **Last Sent Date**.

## Remove a Schedule

1. Open the schedule's drawer.
2. Select **DELETE**.
3. In the **Remove Scheduled Report** dialog, select **REMOVE**.

The report stops being sent.

## Change a Schedule

A schedule cannot be edited. To change its report, frequency or recipients, remove it and schedule the
report again with the new settings.

## Good to Know

- **Only PDF reports can be scheduled.** The CSV and JSON exports cannot be sent on a schedule. See
  [Export all data as CSV or JSON](/guide/reports/export-data/).
- **Issue Detail Report is available only here.** It covers one issue you choose, and it is not in the
  catalogue on **REPORTS** › **REPORTS**.
- **You cannot choose the hour or the day.** There is no control for the time of day or the day of the week.
  A schedule's drawer shows its **Next Send Date**.
- **E-mail is the only delivery channel.**
- **Each run generates a new report.** Every time a schedule is due, the platform generates the report and
  e-mails it. To generate a report yourself at any time, see
  [Generate and download a PDF report](/guide/reports/generate-a-report/).

## Do This With the API

- [List scheduled reports](/reference/platform/scheduled-report-rule-list/)
- [Get one scheduled report](/reference/platform/scheduled-report-rule-detail/), with its last and next send
  dates
- [Create a scheduled report](/reference/platform/scheduled-report-rule-create/)
- [Delete a scheduled report](/reference/platform/scheduled-report-rule-delete/)