🗓️Scheduled Report

NEW

Also known as: Recurring Report

A report configured to run and be delivered at defined intervals to specified recipients or destinations.

DESCRIPTION

Scheduled reports automate recurring data delivery aligned with decision cadence. They reduce manual effort and ensure stakeholders receive consistent updates. Delivery targets include email, portals, file shares, or messaging platforms. Scheduling requires stable queries, parameterization, and load management. Governance includes monitoring delivery success and versioning templates.

ALTERNATIVE DEFINITIONS

Oracle

You can schedule a report to run at specified intervals and deliver the output to a destination.

Defines schedule frequency and delivery destinations.

Source

Looker

You can create schedules to deliver Looks and dashboards to email, data destinations, or messaging services on a recurring basis.

Highlights multiple delivery channels and recurrence.

Source

RELATED TERMS

Automated Report Report Distribution Subscription Email Delivery SLA Batch Jobs

COMPETING TERMS

Ad-Hoc Report

RELATIONS

• Broader: Report

KNOWLEDGE AREAS

Data Warehousing & BI Platform & Tooling Data Products

TARGET AUDIENCE

BI Specialist Data Analyst Analytics Engineer Data Steward

EXTERNAL SOURCES

• Wikipedia - Business intelligence
• Microsoft - Subscriptions for report delivery
• Looker - Create recurring schedules
• Oracle - BI Publisher scheduling handbook

TOP QUESTIONS

Why use Scheduled Reports?

They ensure timely, consistent updates without manual effort. Stakeholders receive data aligned with decision cadence.

Category: Relevancy

How do you decide the schedule frequency?

Match to decision needs and data freshness. Avoid unnecessary load.

Category: Best practices

What delivery methods exist for Scheduled Reports?

Email, portals, cloud storage, and chat integrations are common.

Category: Practice

What risks exist with Scheduled Reports?

Data staleness, delivery failures, and unnoticed changes to definitions. Monitor and alert on failures.

Category: Risks

How do Scheduled Reports differ from Ad-Hoc Reports?

Scheduled reports are recurring; ad-hoc are one-off. Scheduling automates consistent delivery.

Category: Comparison

What’s a common mistake with scheduling?

Over-scheduling leads to noise and storage bloat. Keep audiences targeted.

Category: Mistakes

What parameters help personalize Scheduled Reports?

Date ranges, regions, and role-based filters. Use dynamic variables.

Category: Practice

How to govern Scheduled Reports?

Catalog, monitor delivery, and periodically review relevance and audience.

Category: Management

What’s a hot topic in scheduling?

Event-driven scheduling and data freshness-aware triggers reduce unnecessary runs.

Category: Topic