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

# Scheduled Reports

> Email a dashboard to yourself or your team on a recurring schedule.

<Info>
  **Prerequisites:** You need both the **Manage Analytics** and **Export Analytics** permissions to schedule a report.
</Info>

A scheduled report emails a dashboard's numbers on a regular schedule, so you and your team don't have to log in to check them. Each recipient gets their own email with the numbers in the message and a CSV file attached.

## Schedule a Report

<Steps>
  <Step title="Set up the dashboard">
    Open the dashboard you want to send and apply any filters or grouping. The report keeps the filters and grouping it supports. Sorting, comparisons, and hidden columns aren't saved.
  </Step>

  <Step title="Open the schedule window">
    Click **Actions**, then **Schedule this**. Under **What we'll send**, check the filters the report will use. If a filter you applied can't be used in a scheduled report, the window says so, and the report is sent without it. If **Schedule this** isn't in the menu, either that dashboard can't be scheduled yet or your role is missing one of the permissions above.
  </Step>

  <Step title="Choose what to send">
    Under **Send data from**, pick a date range such as **Last 7 days**, **Last full week (Mon–Sun)**, **Last full month**, or **Month to date**. The range moves with each send, so a weekly report sent on Monday always covers the week before. Under **Send every**, choose how often and at what time.
  </Step>

  <Step title="Add recipients and save">
    Under **To**, type each email address and press Enter. Click **Save schedule**.
  </Step>
</Steps>

## Manage Scheduled Reports

To see every scheduled report for your clinic, click **Actions** on any dashboard, then **Scheduled reports…**. Each report shows its date range, filters, and when it sends next.

Open the menu on a report to:

* **Edit** -- change the date range, schedule, or recipients. To send different filters, delete the report and schedule a new one from the dashboard.
* **Pause** or **Resume** -- stop sending for a while without losing the setup. Paused reports are marked **Paused**.
* **Delete** -- stop sending for good.