Advanced Reporting: Scheduled Report Delivery
Scheduled reports are automatically generated and delivered to designated recipients on a recurring basis. This feature eliminates the need to manually run common reports and ensures stakeholders receive consistent, timely information.
Prerequisites
- Active FieldPulse account with Reports access
- Report Scheduler permission enabled for your user role (contact your administrator if unavailable)
- Verified email address for report delivery
Creating a Scheduled Report
- Navigate to Reports > Scheduled Reports from the main navigation.
- Select Create New Schedule.
- Choose the base report type from the available options:
- Work Order Summary
- Technician Performance
- Inventory Status
- SLA Compliance
- Custom report (if previously saved)
- Configure report parameters:
- Date range (relative: "Last 7 days," "Last 30 days," "Month to date")
- Filters (technicians, service areas, work order status)
- Output format (PDF, Excel, or CSV)
- Under Delivery Settings, specify:
- Recipients (multiple email addresses supported)
- Frequency (Daily, Weekly, Monthly)
- Delivery time (timezone-aware; defaults to account timezone)
- Subject line and optional message body
- Toggle Enable Schedule to activate.
- Select Save Schedule.
Managing Existing Schedules
The Scheduled Reports list view displays all active and paused schedules. From this view, you may:
- Edit — Modify parameters, recipients, or frequency
- Pause/Resume — Temporarily disable delivery without deleting configuration
- Run Now — Generate and deliver report immediately (does not affect scheduled runs)
- Duplicate — Create a copy with identical settings for modification
- Delete — Permanently remove schedule
Delivery Behavior and Limitations
| Scenario | Behavior |
|---|---|
| No data matches filters | Report delivers with empty data set; notification banner added to email body |
| Report generation exceeds 10 minutes | System retries once; failure triggers alert to account administrator |
| Recipient email bounces | Bounce logged in Delivery History; schedule continues for valid recipients |
| Account deactivated | All schedules paused automatically; resume upon reactivation |
Delivery History
Each scheduled report maintains a 90-day delivery history accessible via Reports > Scheduled Reports > [Schedule Name] > History. The history log includes:
- Timestamp of generation and delivery
- Recipient list and delivery status per address
- File size and format
- Row count (for tabular reports)
Failed deliveries may be retried manually from this view.
Security Considerations
Scheduled reports contain operational data. The following protections are applied:
- Report attachments are encrypted in transit (TLS 1.2+)
- Links to web-hosted reports expire after 7 days
- Recipients outside your organization domain trigger a warning at configuration time
- Reports respect row-level permissions; technicians scheduled to receive reports will only see data for assigned work orders
See Also
- Overview of FieldPulse Reports
- Running a Work Order Summary Report
- Technician Performance Reports
- Managing User Roles and Permissions
Last updated: April 2026. Scheduled Reports functionality was expanded in FieldPulse 3.3 to include custom report support and multi-recipient delivery. Earlier versions support single-recipient scheduling for standard reports only.