Schedules

What are Schedules?

Schedules in R2 reports are time-based triggers that automate to send notifications at set intervals. They help ensure that data processing and reporting occur consistently without manual intervention.

The Schedule page contains a list of project names and allows you to configure Interval based schedules

To create Schedules

1. Click Create Schedule

• Select the desired Category and Report from the dropdowns.

• Enter the Schedule Name you wish to assign.

• Export Filename: Define the export file name using the desired format from the dropdown. Supported formats include:

  • Schedule Name

  • Report Name

  • Timestamp

  • Custom Date Format
    (e.g., SalesReport_{Timestamp}.pdf)

• Set Parameters: Set Parameters depends upon the report parameters setting, if you have set report parameters as mandatory in parameters section, then your report accepts input parameters, you can configure them here.

• Disable Attachments with No Data: Enable this checkbox if you do not want to send reports when there’s no data.

• Enable Schedule: Toggle this to activate or deactivate the schedule.

• Click Next. You will reach the Time and Date Schedule screen.

Set the following fields:

• Type: Choose whether the schedule is based on Daily, Weekly, Monthly, or a Custom interval.

• Recurs: Specify how often the schedule should repeat (e.g., every 2 days, every week on Monday).

• Starts On: Set the date and time when the schedule should begin.

• Ends:

  • Never – The schedule runs indefinitely.

  • After – The schedule ends after a specific number of occurrences.

  • On Date – The schedule ends on a specified date.

3. Click Next. You will reach the File Compression and Password Protection screen.

5. Select the following options:

   • Enable File Compression: Check this to compress the report files before sending (e.g., ZIP format).

   • Enable Password Protection: Secure the exported files with a password.

   • Password Type:

     • Default Password – Uses a pre-configured default password.

     • Customize Password – Allows you to define a custom password.

6. Click Next. You will reach the Email Notification Format screen.

7. You can select variables as required to set the body (Message) to append with body message such as

Hello {First name} {Last name},
Report name: {Report name}

8. Click Next.

9. Now set the format you wish to send the report

• Select Format: Choose the file format (e.g., PDF, Excel, CSV) for the report output.

• Select Recipients: Choose internal users, user groups, or enter external email addresses.

• Failure Notification: Enable the checkbox if you want to send failure alerts to recipients or the schedule owner.

10. Click Schedule.