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

1. Go to Menu → Reports → Report Builder
2. Locate the report you want to schedule.

💡 Tip:
The report must already be saved before it can be scheduled.

Step 2 — Schedule the Report

1. Find the report you want to schedule.
2. Click the three dots (⋮) beside the report.

3. 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

1. Click Choose Email Recipients.
2. Enter the email address.
3. 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:

1. Click Specify an SFTP Server
2. Select the configured SFTP destination.

➡ See SFTP Integration Setup for more details.

Step 5 — Save the Schedule

Once all settings are configured:

1. 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.