Scheduling a report in Brightflag allows you to automatically send report data by email or SFTP at a set frequency (for example daily, weekly, or monthly).
Step 1 — Open the Report Builder
Go to Menu → Reports → Report Builder
Locate the report you want to schedule.
💡 Tip:
The report must already be saved before it can be scheduled.
Step 2 — Schedule the Report
Find the report you want to schedule.
Click the three dots (⋮) beside the report.
Select Schedule.
This will open the Report Scheduler.
Step 3 — Configure the Report Schedule
In the Report Scheduler, configure the following settings.
Select the Report
Choose Report Builder as the report type.
Select your saved report (or a public company report).
Choose the Export Format
Select the file type the report will be delivered in, such as:
CSV
Excel
Set the Start Date and Time
Choose when the report should run for the first time.
Choose the Frequency
Select how often the report should run.
Common options include:
Daily
Weekly
Monthly
Custom frequency (hours)
💡 Example:
8766 hours ≈ 1 year
You can also schedule reports to run:
On the same date each month
On the last date of each month
Choose the Date Range
Select the time period the report should report on.
Examples:
Last 7 days
Last 30 days
Last month
You can also enter a custom number of hours.
💡 Example:
8766 hours ≈ 1 year
Step 4 — Add Recipients
You can deliver the scheduled report by email or SFTP.
Send by Email
Click Choose Email Recipients.
Enter the email address.
Click Add.
You can add:
Multiple recipients
CC recipients
📌 Recipient limit:
Up to 50 recipients can receive the report.
Send by SFTP
To send the report to an SFTP server:
Click Specify an SFTP Server
Select the configured SFTP destination.
Step 5 — Save the Schedule
Once all settings are configured:
Click Save
Your scheduled report will now appear under:
Menu → Reports → Report Scheduler → Manage Scheduled Reports
Important Notes
📌 Report access
The data included in a scheduled report is based on the permissions of the user who schedules it.
If a colleague should receive a report with restricted access, they must schedule the report themselves.
📌 Year-to-date Reporting
Please note that at this time the scheduler does not support year to date reporting.