---
title: Scheduling Reports in the Reports Center
description: "Easily automate your reporting process with scheduled reports in [reports center](https://globaldata365.com/helpcenter/how-to-access-reports-center-in-jet-reports/)—save time, stay informed, and keep your team in the loop effortlessly.   ## Scheduling Reports in the Reports Center   To automate report delivery, you can schedule reports directly…"
url: "https://globaldata365.com/helpcenter/scheduling-reports-in-the-reports-center/"
updated: "2026-01-23"
category: Reports Center
---

# Scheduling Reports in the Reports Center

Easily automate your reporting process with scheduled reports in [reports center](https://globaldata365.com/helpcenter/how-to-access-reports-center-in-jet-reports/)—save time, stay informed, and keep your team in the loop effortlessly.

 

## Scheduling Reports in the Reports Center

 

To automate report delivery, you can schedule reports directly within the **Reports Center**. Follow these steps to create and manage report schedules:

 

### Step 1: Access the Report Schedules Page

 

1. [Navigate](https://globaldata365.com/helpcenter/how-to-navigate-the-reports-center/) to **Report Schedules**.

2. The **Report Schedules** page will appear, displaying a list of all current schedules with the following columns:

![access schedules in reports center](https://globaldata365.com/wp-content/uploads/2025/05/access-report-schedules-page-300x70.webp)

- - **Name**: The title of the schedule.
  - **Owner**: The creator of the schedule.
  - **Report Name**: The associated report(s). If multiple reports are attached, a “+ X more” link appears for additional items.
  - **Status**:

    - **Error** *(Red)*: The last run encountered an issue.
    - **Never Run** *(Gray)*: The schedule hasn't executed yet.
    - **Completed** *(Green)*: The schedule executed successfully.
    - **Active** *(Blue)*: The schedule is currently running.
  - **Last Run Date**: Timestamp of the most recent execution.
  - **Recurrence**: Frequency of the schedule (e.g., Daily, Weekly, Monthly).
  - **Actions**: The three-dot menu allows you to **Edit** or **Delete** the schedule.

###

#### Step 2: Create a New Schedule

3. Click **Create Schedule**. The **Create Schedule** window opens.

4. On the **General** tab, provide the following information:
 ![create new schedule in reports center](https://globaldata365.com/wp-content/uploads/2025/05/create-new-schedule-in-reports-center-216x300.webp)

 

1. - **Name**: Enter a unique name for the schedule.
   - **Subject**: Required. This will be the email subject when the report is shared.
   - **Message** *(Optional)*: Enter an optional message to include in the email.
   - **Enable Schedule**: Check this box to activate the schedule.
   - **Send Notifications**: Enable this to notify users when the report is sent.

     Click **Continue** to proceed to the **Reports** tab.

 **Looking to simplify financial reporting in Excel?**
 [👉 Join our Jet Reports Training](https://globaldata365.com/jet-reports-training/) and learn to create real-time, dynamic reports with confidence.

#### Step 3: Add Reports

 

5. Click the **Add Report** box. A list of available reports will appear.

6. Select the desired reports and click **Apply**, then **Continue**.

### ![add reports in reports center](https://globaldata365.com/wp-content/uploads/2025/05/add-reports-in-reports-center.webp)

 

#### Step 4: Configure the Schedule

 

7. On the **Schedule** tab.

8. Define when and how often the reports should run:
 ![configure schedule](https://globaldata365.com/wp-content/uploads/2025/05/create-schedule-in-reports-center-200x300.webp)

- **Frequency**: Select how often the report should run (e.g., Daily, Weekly, Monthly).
- **Start at**: Choose the start time for the schedule.
- **Repeat Every**: Define the recurrence interval.
- **Starting From**: Choose the start date.
- **Ends On**: Set the end date, if applicable.
- **No End Date**: Select this option if the schedule should run indefinitely.

> **Note**: The default time zone is UTC. To update your time zone, go to your **Profile Page**. For more details, see [Update Profile](https://docs.jet.insightsoftware.com/hc/en-us/articles/33812320589069-Edit-Your-Profile).

9. Click **Continue** to proceed to the **Users** tab.

 

#### Step 5: Add Users

 

10. Click the **Add Users** box. A list of available users will appear.

11. Select the users to receive the scheduled reports and click **Save**.

![users in reports center](https://globaldata365.com/wp-content/uploads/2025/05/create-schedule-in-reports-center-2-194x300.webp)

 

Your report schedule is now set up and will run according to the configured settings.