The job of this console
Pick a definition, set who and when, save. Every send still respects persona masking.
Analytics · Schedule
Scheduled Reports
Cadence and recipients for saved report definitions — delivery config, not a new metric store.
Scroll to Flowcharts. Scenario: Schedule a saved analytics report.
Cadence
When a saved report leaves the building
Scheduled reports attaches cadence and recipients to definitions you already saved. It does not store a new set of numbers.
Analytics → Scheduled reports
Route
/analytics/scheduled-reports
Org flag scheduledReportsEnabled
Executive · Finance · HR · Admin
Seat at the table
Executives, finance, HR, admins with scheduledReportsEnabled. Recipients must already be allowed to see the grain.
The working rhythm
Create or edit a schedule, verify a test send, leave it running, audit failures.
Moments that bring you here
Monday pack automation. Month-close appendix. Replacing a manual export. After a builder save.
ⓘ
Delivery config
Admin jobs is platform cron. This page is report cadence. Masking is not optional on the email.
Flowcharts
1 — Cadence on a definition
Attach a schedule to a saved report, not to a one-off screenshot.
flowchart TD
A[Open Scheduled reports] --> B[Pick definition]
B --> C[Cadence / recipients]
C --> D[Save]
D --> E[Sends with masking]
- 1OpenAnalytics → Scheduled reports.
- 2PickA saved definition.
- 3CadenceRecipients with grants.
- 4SendStill masked.
Overview
Scheduled reports is workflow on report definitions. Admin scheduled jobs is platform cron. Recipients still receive persona-masked output. This table is not a warehouse.
How to use
1. No grant, no recipient
Scheduling is not an access bypass.
2. Definition first
Build on Report builder.
3. Payroll/medical
Prefer not to schedule unscoped pay packs.