Scheduled Reports
Scheduled Reports automate the delivery of saved report templates. Once a schedule is configured, BeamEdUp generates the report at the specified interval and emails it to the designated recipients in the chosen format.
Creating a Schedule
1
Save a report template
First, create and save a report using the Report Builder. Only saved templates can be scheduled.
2
Navigate to Scheduled Reports
From the Reports dashboard, click on the Scheduled Reports stat card or navigate to Reports → Scheduled.
3
Add a schedule
Click "Add Schedule" and select the report template, frequency, time, recipients, and output format.
Schedule Configuration
| Field | Required | Type | Description |
|---|---|---|---|
Report Template | Required | reference | The saved report template to execute. Must be created in the Report Builder first. |
Frequency | Required | select | How often the report runs: Daily, Weekly (specify day of week), or Monthly (specify day of month). |
Time | Required | time | The hour and minute when the report executes (24-hour format). |
Recipients | Required | email list | Email addresses that receive the generated report. Can include admins, instructors, or any email address. |
Format | Required | select | Output format for the delivered report: PDF, XLSX (Excel), or CSV. |
Status | Required | badge | Active (green) — the schedule is running. Paused (gray) — temporarily stopped, can be resumed. |
Managing Schedules
The Scheduled Reports page displays all configured schedules in a table with the following columns:
| Field | Required | Type | Description |
|---|---|---|---|
Report Name | Required | text | Name of the linked report template. |
Schedule | Required | text | Human-readable schedule (e.g., "Daily at 08:00", "Every Mon at 09:30", "Monthly on day 1 at 07:00"). |
Format | Required | badge | Output format displayed as an uppercase badge (PDF, XLSX, CSV). |
Recipients | Required | number | Count of email recipients. |
Next Run | Required | date | Scheduled date and time of the next execution. |
Status | Required | badge | Active (green) or Paused (gray) status badge. |
Schedule Actions
Each schedule has an actions menu (three dots) with the following options:
- Pause — Temporarily stops the schedule without deleting it. The status changes to "Paused" and the next run is skipped until resumed.
- Resume — Restarts a paused schedule. The next run is calculated from the current time based on the frequency.
- Delete — Permanently removes the schedule. A confirmation dialog is shown before deletion.