The Scheduled Reports feature automates your reporting by emailing PDF copies of your saved reports to key stakeholders on a recurring basis. This ensures that managers, owners, and external partners receive critical data automatically, saving you time from manually pulling and sending reports.
This feature allows you to:
- Schedule any Saved View from a report to be sent Daily, Weekly, Monthly, or Yearly.
- Manage all scheduled reports from a central Scheduled Reports Dashboard.
- Pause (Deactivate) and Resume scheduled reports as needed.
Note: To use this feature, Bridge users must have the following permissions enabled in their Bridge Role:
- Create and Manage Scheduled Reports: Required to create and manage all scheduled reports.
- Add and Manage 3rd Party Contacts for Scheduled Reports: Required to add external recipients (like an accountant) who are not Bridge users.
For instructions on configuring these permissions, please see our support article: How to Edit or Delete a Bridge Role.
To Create a Scheduled Report:
You can create a new scheduled report from two different places in the Bridge:
- From within a specific report.
- From the Scheduled Reports dashboard.
Path 1: From Within a Specific Report:
1. Navigate to the Reports section of the Bridge and click on the report you want to schedule
2. Click Schedule Report
3. Click + New Scheduled Report to open the scheduling modal
4. Enter a Name for the report
5. Select a Report View:
-
Base Report is selected by default. To schedule a Customized Report, select it from the report views drop-down menu
For instructions on creating customized reports, see our help article on How to Customize Reports in the Bridge.
6. Configure the report Frequency
- Select your desired email frequency from the Frequency drop-down menu (eg, Daily, Weekly, Monthly, Yearly)
Daily: The report will be sent once per day. You only need to set the Send At time for delivery.
Weekly: The report will be sent on specific days of the week. Check the box for each weekday (s) you want the report to run, and set the Send At time.
Monthly: The report will be sent on a specific day of each month. Use the On Day drop-down to select the day (e.g., "1st," "15th") and set the Send At time.
Yearly: The report will be sent once per year. Select the Month(s) (e.g., "January") and the Send At time. The report will automatically be scheduled to send on the 1st of the selected month.
7. Configure the Email Content (Email Subject)
- Click the Email Content tab
- Enter the Email Subject (eg, Monthly Close Summary for Paul's Steakhouse)
8. Configure the Recipients
- Click the Recipients tab
- Click + Add Internal Recipient to include recipients registered as Bridge users
- Use the search bar to find the recipients you want to add, tick the box next to their name(s), then click Save
- Click + Add External Recipient to add recipients who are not Bridge users (eg, company accountant)
- Enter the recipient's Name and Email address, then click Save. Repeat this step to add multiple external recipients
9. Click Save to keep your changes
Path 2: From the Scheduled Report Dashboard:
1. Navigate to the Reports section of the Bridge and click Scheduled Report
2. Click + New Scheduled Report to open the scheduling modal
3. Enter a Name for the report
4. Choose the Report Type from the drop-down menu
5. Select a Report View:
-
Base Report is selected by default. To schedule a Customized Report, select it from the report views drop-down menu
For instructions on creating customized reports, see our help article on How to Customize Reports in the Bridge.
6. Configure the report Frequency
- Select your desired email frequency from the Frequency drop-down menu (eg, Daily, Weekly, Monthly, Yearly)
Daily: The report will be sent once per day. You only need to set the Send At time for delivery.
Weekly: The report will be sent on specific days of the week. Check the box for each weekday (s) you want the report to run, and set the Send At time.
Monthly: The report will be sent on a specific day of each month. Use the On Day drop-down to select the day (e.g., "1st," "15th") and set the Send At time.
Yearly: The report will be sent once per year. Select the Month(s) (e.g., "January") and the Send At time. The report will automatically be scheduled to send on the 1st of the selected month.
7. Configure the Email Content (Email Subject)
- Click the Email Content tab
- Enter the Email Subject (eg, Monthly Close Summary for Paul's Steakhouse)
8. Configure the Recipients
- Click the Recipients tab
- Click + Add Internal Recipient to include recipients registered as Bridge users
- Use the search bar to find the recipients you want to add, tick the box next to their name(s), then click Save
- Click + Add External Recipient to add recipients who are not Bridge users (eg, company accountant)
- Enter the recipient's Name and Email address, then click Save. Repeat this step to add multiple external recipients
9. Click Save to keep your changes
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