Manage report schedules in Bold Reports® Report Server

Scheduling in Bold Reports® automates sending reports to users via email at specific times, so recipients receive up-to-date reports without needing to open the Report Server manually. Users with the necessary permissions can create, edit, or delete schedules on the Bold Reports® Report Server.

The following sections introduce schedules and link to the detailed pages for managing them.

What is a schedule?

A schedule in the Bold Reports® Report Server defines when and how often a report is generated and delivered by email, along with any data-driven variations in its recipients or parameters. Once created, a schedule runs automatically on the Report Server without further manual action, until a user with the necessary permission edits or deletes it.

What can I do with scheduling?

Scheduling in the Report Server lets you automate report delivery in the following ways:

  • Send a report to one or more recipients automatically at a specific time.
  • Repeat delivery on a recurring basis using schedule settings.
  • Vary recipients or parameter values per run using a data-driven schedule.
  • Customize schedule-specific report settings independently of the report’s regular settings.

What are the key features of report scheduling?

Report scheduling in the Bold Reports® Report Server offers the following key features:

  • Automated email delivery: Send a report to its recipients by email at a specific time, without requiring anyone to open the Report Server.
  • Recurring schedule settings: Configure a schedule to repeat on a recurring basis, so reports keep arriving without being recreated each time.
  • Data-driven schedules: Vary a schedule’s recipients or parameter values per run, based on an underlying dataset.
  • Custom per-schedule report settings: Apply report settings that take effect only when the report runs on a schedule, separate from its regular on-demand settings.

What are common use cases for scheduling?

Teams use Report Server schedules for the following common use cases:

  • Delivering a daily or weekly summary report: Schedule a recurring report so stakeholders receive an up-to-date summary automatically each day or week.
  • Sending personalized reports to different recipients: Use a data-driven schedule to send each recipient a report filtered or parameterized for their own data.
  • Automating month-end or quarter-end reporting: Set up a recurring schedule aligned to a reporting period, so period-end reports go out without manual intervention.
  • Reducing manual report distribution work: Replace manual exporting and emailing of reports with an automated schedule that delivers them consistently.

Who should use this guide?

The Report Server scheduling guide is intended for:

  • Administrators and report authors setting up automated report delivery.
  • Business users who need to receive reports on a recurring basis without logging in.
  • Anyone configuring data-driven or custom schedule settings.

What do I need before I create a schedule?

Before you create a schedule in the Report Server, make sure you have:

  • Permission to create, edit, or delete schedules on the Report Server.
  • A published report and a valid list of recipient email addresses.

What are the considerations and limitations?

Report Server schedules have the following considerations and limitations:

  • Only users with the necessary permissions can create, edit, or delete schedules.
  • A data-driven schedule depends on an underlying dataset to supply varying recipients or parameter values.
  • Custom schedule report settings apply only to the schedule they’re configured on, not to the report’s regular on-demand settings.

FAQ

Who can create or edit a schedule?

Only users with the necessary permissions on the Bold Reports® Report Server can create, edit, or delete schedules.

Can a schedule send different reports or parameters to different recipients?

Yes. A data-driven schedule in the Report Server varies recipients or parameter values based on an underlying dataset.

Can I customize report settings just for a schedule?

Yes. See Custom Schedule Report Settings, linked below, for configuring settings that apply only when the report runs on a schedule.

Where do I configure how often a schedule runs?

See Schedule Settings, linked below, for configuring recurrence and delivery timing.

How do I get help with scheduled reports?

If a scheduled report from the Report Server isn’t arriving as expected, verify the schedule’s recipients and recurrence settings. You can also see the related sections below for data-driven and custom schedule configuration.

You can learn more about schedules in the following sections: