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Automate Report Delivery (Scheduled Reports)

Last updated on Feb 25, 2026

Scheduled Reports allow you to automatically generate reports on a recurring schedule and deliver them via Email and/or WhatsApp.

9.1 Schedule Configuration (CronMaker / Quartz Cron)

1.     Open the Scheduled Reports area and click Create Scheduled Report.

2.     Select the required fields:

  • Project*: The project whose messages/report context will be used.

  • Template*: The template used to generate each scheduled report.

3.     Build the schedule using the CronMaker-style generator (Quartz cron):

  • In Generate cron expression, choose the frequency tab:

    • §  MINUTES, HOURLY, DAILY, WEEKLY, MONTHLY, YEARLY

  • Set the interval (example shown: Every 1 minute(s)).

  • Click Generate.

  • The system creates the cron expression and places it into the Generated Cron Expression field.

4.     Validate and preview upcoming executions:

  • In List next scheduled dates, you can keep the generated expression or type your own.

  • Click Calculate Next Dates.

  • The system shows:

    • §  A human-readable interpretation (example: “Every minute”)

    • §  The Next run at date/time (and, depending on the system configuration, future runs as well).

5.     Choose Output Format* (example: PDF).

6.     Configure Delivery Methods:

  • Send via Email:

    • §  Enter Email Recipients (comma-separated) for additional recipients.

    • §  Note: A copy can also be sent automatically to the project’s company email and the client email (if available in their profiles).

  • Send via WhatsApp:

    • §  The report will be sent to the WhatsApp group linked to the project (only works if the project is connected to a WhatsApp group).

7.     Set Active:

  • Enabled = the schedule is active and will run automatically.

  • Disabled = the schedule is not running (useful if you want to configure it now and activate later).

8.     Click Next.

9.2 Preview & Create

1.     The system shows a Scheduled Report Preview with:

  • Cron Expression

  • Format

  • Status (example: Active)

  • Template

  • Delivery Methods selected (example: WhatsApp)

2.     If everything looks correct:

  • Click Create Scheduled Report to save and activate (if Active is enabled).

3.     Use Previous if you need to change the cron schedule, delivery method, or format.

9.3 How the CronMaker Works (general behavior)

  • The CronMaker UI is designed to avoid manually memorizing cron syntax:

    • You choose a schedule pattern using the frequency tabs (minutes/hourly/daily/etc.).

    • You click Generate, and the system produces a Quartz-compatible cron expression for you.

  • The Calculate Next Dates feature is a safety check:

    • It validates the expression.

    • It shows upcoming run times (starting with Next run at) so you can confirm the schedule is correct before saving.

  • You can also type a cron expression directly if you already have one, then use Calculate Next Dates to verify it behaves as intended.