---
title: "Schedule Reports"
slug: "schedule-reports"
updated: 2025-06-30T13:11:15Z
published: 2025-06-30T13:11:15Z
canonical: "help.sanas.ai/schedule-reports"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.sanas.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Schedule Reports

### Introduction

This guide provides step-by-step instructions to schedule the Sanas Report. Scheduled reports are automatically generated at regular intervals and delivered to specified recipients via email in Excel format.

**Before you begin**

- You’ll need access to the Sanas Portal to create a report schedule.

### **Create a report schedule**

1. Log in to the [Sanas Portal](https://portal2.sanas.ai/r) using your credentials.
2. Navigate to the [**Reports**](https://portal2.sanas.ai/reports?date=today) page.
3. Click **Schedule**, then click **+ New Schedule**.

> [!NOTE]
> 📔 **Note**: All report data aligns with your workspace's timezone. You can verify a workspace’s timezone on both the Home and Reports pages.

![](https://cdn.document360.io/9bc36e9c-f402-4213-b56f-4ecdf805bb1a/Images/Documentation/image(586).png)
4. Select your report delivery frequency from one of the following options:

| Frequency | Description | Data included |
| --- | --- | --- |
| Hourly | Choose an interval (eg, every 3 hours). | The current day’s data. For example, if the interval is set to 3 hours. The first report is delivered at 03:00 with the first three hours of data, and subsequent reports will be sent at 06:00 with the next six hours of data for the current day. |
| Daily | Select a specific time for delivery. | The previous day's complete data |
| Weekly | Choose a day and time for delivery. | The previous week's complete data. |
| Monthly | Select a date and time for delivery. | The previous month's complete data. |
5. Use the search function to find and select the scheduled report’s recipients. Add multiple recipients as per requirement.

> [!WARNING]
> 💡 **Important**: If you can't find someone in the recipient list, verify that they are added to the Sanas Portal with admin or supervisor permissions.
6. Finally, click **Schedule report** to save your configuration.
7. Sanas will now schedule your report delivery based on the above configuration.

### Support

**Need help?** Get in touch with our [Support Team](mailto:support@sanas.ai) for assistance.