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Scheduled reports run an agent automatically on a recurring schedule and email the result to the people who need it — no one has to remember to run the report.
When you'd use this
Use a scheduled report when the same report should arrive regularly — for example, a sales performance summary every Monday at 08:00, or a quarterly top-destinations report before the board call. You set it up once; the report lands in the recipients' inboxes as a branded email with the PDF attached, and every run is kept in the reports library.
Steps
Schedule a report
In the Workbench sidebar, click Reports, then Scheduled.
Click New schedule in the top-right corner. (You can also click Schedule this report on the Run report page — it pre-fills the agent and inputs you just used.)
Under Report, select an agent and fill in its input fields — the same inputs you would use for a manual run. Only agents configured for report output appear.
Name the schedule so you can recognize it in the list.
Set the cadence
Under Schedule, pick the Start date and Start time. Times are interpreted in the schedule's Timezone, which defaults to yours — daylight-saving changes are handled for you.
Choose how it Repeats: Does not repeat, Daily, Weekly on …, Monthly, Annually, Every weekday, or Custom….
Custom… opens a dialog for anything else: repeat every N days/weeks/months/years, pick the weekdays for weekly rules, repeat monthly by Day of the month or Day of the week, and end Never, On date, or After a number of occurrences.
The line under the picker summarizes the cadence in plain words — check it says what you mean. To change a custom rule later, click Edit next to the picker.
Choose the delivery
Under Delivery, add up to 20 Recipients — type an email address and press Enter.
Leave Attach PDF on to attach the report as a PDF; switch it off to send a link to it instead. This governs the report document only — any files the run itself produced (an Excel or CSV export, an image) are attached either way. See Using reports.
Pick the email Language, or leave the default to use the preferred language of the user the schedule runs as.
Click Create schedule. The schedule appears in the list as Active with its next run time.
Manage a schedule
The Scheduled list shows each schedule's agent, Cadence, Next run, Last run, and status. Use the pause toggle to Pause or Resume a schedule — pausing skips occurrences; resuming continues from the next one (missed runs are not sent retroactively).
Click a schedule to open its detail page: the Definition, Run history, and Delivery history — every run and every email, per recipient, with status and errors. Runs as in the Definition names the user whose access each run uses — normally whoever created the schedule.
Click Run now to test the schedule immediately. The run starts in the background and shows up in the run history; it does not shift the Next run or use up an "After N occurrences" limit.
Use Edit to change inputs, cadence, or delivery, and Delete to remove a schedule you no longer need.
Who a schedule runs as
Every schedule runs with one user's access, shown as Runs as on the detail page. A report sees exactly what that user can see — the same agents, connectors, and data they would reach themselves.
You do not choose this when creating a schedule: it is the person who created it. That matters in two places:
Deactivating a user pauses their schedules. The schedule stays in the list and keeps its history, and the detail page explains why it paused.
Reports can differ between people. If two colleagues schedule the same agent, each report reflects that colleague's own access.
If a schedule has paused because the user it ran as can no longer run it, ask your Nezasa contact to reassign it — reassignment keeps the schedule's run history, where recreating it does not.
A schedule your Nezasa contact sets up for you, or hands over to you, works the same way once it runs as you: it appears in your Scheduled list and is yours to rename, re-time, pause, resume or delete, and to change its recipients.
Control who may receive report emails
A company-wide rule bounds the recipients any schedule may use — TAI users only (the default), Unrestricted, or an Allow list. It is checked when a schedule is created or edited, and again at send time, so tightening it takes effect for existing schedules too.
Set it under Settings → AI & Data → Report delivery; see Report delivery for the modes and what happens to a blocked recipient.
Tips and limits
If the delivery policy blocks a recipient at send time, that recipient is skipped and recorded as Blocked in the delivery history; allowed recipients still get theirs. If every recipient is blocked, the user the schedule runs as is notified by email.
Very large reports (PDF over 10 MB) are delivered as a link-only email instead of an attachment.
If the run built a file it could not hand over, the email names it rather than staying silent. Open the report in TAI to see why — see Using reports.
If a run fails, the user the schedule runs as receives a failure notice by email, and the run appears as failed in the history; the schedule stays active and fires again at the next occurrence.
A schedule pauses itself when its agent is unavailable, or when the user it runs as is deactivated — the detail page shows Why this schedule is paused, and that user is notified by email.
Once a month you receive a short summary of the schedules you own that are still active, with how often each runs, how many times it has run so far, and when it last ran. It is a reminder, not an action: nothing pauses or changes on its own. If a report is no longer useful, pausing or deleting it also stops it consuming usage credits. You only get this email if you own at least one active schedule.
Does not repeat schedules run once and then show as Completed; the same happens when an On date / After N occurrences rule is exhausted.
Every scheduled run also lands in the reports library, so you can open, share, and export it like any other report.
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