The Report Schedules tool in Indy Admin allows you to automate report delivery via email, ensuring stakeholders receive reports without the need to manually pull them every day, week, or month.
🧭 Where to Find It
Navigate to:
Settings → Reports → Report Schedules
📑 What Are Report Schedules?
Automatically email reports to internal or external stakeholders
Set a recurring schedule to save time and improve consistency
Attach raw data CSV files if required
🧾 How It Works
View Existing Report Schedules
Displays a list of all scheduled reports currently in the system
Create a New Report Schedule
Click Add Report Schedule
Enter a name for the schedule
Choose the report you wish to send
Configure Email Options
Attach a CSV raw data file (optional)
Choose whether to send separate emails to each recipient
Enable/disable the schedule
Add Recipients
Enter email addresses, pressing Enter after each
Each email address will display as a separate grey token
Set Time Controls
Choose:
Specific days of the week
Specific days of the month
Specific months of the year
The hour of the day the report should send
For prior day reports, schedule delivery for 5am (internal reporting day closes at 4am)
🧠 Best Practice
Always review recipients carefully before enabling
Schedule reports for 5am if you want accurate data from the previous day
Use separate emails if sensitive data is included
Watch the Tutorial