Schedule
A report’s schedule works the same way as a project’s collection schedules: the cadence is a real interval measured from the last send, and the timezone is applied.
The labels still name a weekday and a date — “Weekly (Monday)”, “Monthly (1st)” — but the schedule is an interval from the last run, not a fixed calendar slot. A weekly report enabled on a Thursday sends on Thursdays.
Delivery
Add recipient email addresses one at a time. Validation rejects a malformed address (“Please enter a valid email address”) and a duplicate (“Email already added”). Recipients don’t need Surnex accounts.Preview
A summary line describes what will happen in plain language — the frequency, the hour, the timezone, and how many recipients. It appears only when the automation is enabled. Read it before saving. Because the timezone is displayed but not applied, the preview is also the clearest reminder to double-check the hour.What recipients get
The report is delivered by email on the schedule. Its widgets read live project data for the report’s date range, so what’s sent reflects the data at send time. This is the detail that decides whether recurring delivery works: if the range is fixed to a specific month, every send after that month closes contains identical figures. For a monthly report that should move with time, set a rolling range so each send covers the period just finished.Turning it off
Switch Enabled off and save. The schedule and recipients are kept, so you can resume later without re-entering them. Deleting the report also stops delivery — but silently, with no notice to recipients. Disable rather than delete if you might resume.Automation vs. share links
They work together. A monthly automated email for the formal deliverable, plus a password-protected link for anyone who wants to look between sends.
Related
- Report editor — the date range that determines what gets sent
- Share a report — links and manual exports
- Notification preferences — unrelated; those govern your own alerts, not report delivery