Scheduled Reports

Scheduled reports let you deliver a published report to your team on a regular cadence — or send a one-off copy on demand. Each report is rendered to a PDF and delivered by email to specific people or a group, or posted to a Slack channel. What you can do:

• Send a report to your users on a recurring schedule (daily, weekly, monthly) or as a one-off
• Deliver by email to specific users or a group, or post to a Slack channel
• Render the report shared (one view for everyone) or per recipient (each person sees their own data via row-level security)
• Let viewers subscribe themselves to a report they can access
• Track every run in a history view with status, trigger, and delivery results

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Before you start

The report must be published before it can be scheduled. See Publishing for how to publish a project.

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Creating a schedule

You can create a schedule from three places:

• From the editor. Open the schedule menu in the editor toolbar. The report you’re editing is used as the source automatically.
• From a published report. Open the schedule menu on a published page. Admins and developers get the full form; viewers get a simplified form to subscribe themselves (see Viewer self-subscriptions).
• From the Schedules page. Open Schedules in the sidebar and click New schedule. You’ll pick the project and page first.

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Configuring a schedule

The schedule form walks through the following:

1. Destination — Email or Slack. Slack only appears when your organization has a connected Slack workspace.
2. Recipients (email) — Specific users, or a group.
3. Delivery — On a schedule (recurring) or Send now (one-off).
4. Schedule — A friendly recurrence (daily, every weekday, weekly, or monthly), a time, and a timezone. Advanced schedules can use a custom cron expression.
5. Format — Page orientation, margins, cards, page colors, and which sections to hide.
6. Email — Subject line and an optional personal message that accompanies the report.

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Delivery destinations

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Email

Email is the default destination. Choose specific users or a group as recipients, set a subject, and optionally add a personal message that appears alongside the report.

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Slack

To post a report to Slack, your organization must have a Slack workspace connected under Settings → Integrations → Slack. Then:

1. Choose Slack as the destination.
2. Select the channel to post to.
3. Optionally add a custom message that accompanies the report.

Slack delivery always uses a shared render — everyone sees the same report. If the Evidence bot isn’t in any channels yet, invite it to a channel in Slack and reopen the form.

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Render modes

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Shared

One runtime user’s view of the report is rendered and sent to all recipients. Choose which user’s data access to render with.

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Per recipient

Each recipient receives the report rendered with their own data access, filtered by row-level access control. This is email-only — Slack always uses a shared render.

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Viewer self-subscriptions

On a published report, viewers (non-admin roles) can subscribe themselves to a recurring schedule or send a one-off report to their own email. The report is rendered with their own data access, and only they receive it. Viewers can manage (pause, resume, delete) their own subscriptions from the schedule drawer.

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Managing schedules

The Schedules page lists every schedule in your organization with its name, schedule, next run, status, owner, and destination. From a schedule’s detail page you can:

• Pause or resume the schedule
• Trigger an immediate run (bypasses the schedule)
• Delete the schedule (run history is preserved)

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Run history

Every run appears in the history view with its status, trigger type (schedule, manual, or API), author, start time, duration, and delivery result. Failed deliveries surface the reason — for example a render error or a Slack post failure.

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Unsubscribing

Report emails include a one-click unsubscribe link. Recipients who click it are opted out of future sends for that report.