---
title: "Schedule reports in Activeboards"
canonical: "https://docs.devo.com/space/latest/248381467/Schedule%20reports%20in%20Activeboards"
format: markdown
---
> Macro (toc)
## What permissions do I need to schedule reports?
To schedule reports, you need to have the *Manage* version of the *Activeboards report scheduler* permission, otherwise, you will not be able to see the option in the Activeboards area.
If you only have the view version, you will not be able to create them but you will be able to see which Activeboards have scheduled reports and use the dedicated filter to find them, as explained a few sections below (more info about permissions [here](https://devodocs.atlassian.net/wiki/spaces/latest/pages/94763681)).
## Scheduling reports
If you want to generate a PDF at a set periodicity and send it to someone’s email, you can use the **Schedule report** option. This option is always available, whether you activated the [editing mode](https://docs.devo.com/space/latest/95207321/View+and+edit+modes+in+Activeboards) or not.
> Macro (rw-ui-steps-macro)
>
> > Macro (rw-step)
>
> Click the ellipsis menu and select the **Add scheduled report** option.
>
> 
>
> > Macro (rw-step)
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> Introduce the desired settings in the scheduled report window.
>
> | | |
> | --- | --- |
> | **Enabled**: if you leave this box checked, the report will start being generated and sent as specified, otherwise, it will remain inactive until you edit it and enable it. |  |
> | **Start date**: select the date you want the report to start being generated and sent. |
> | **Repeats**: select the desired periodicity from the dropdown.
- **Daily**: if you select this option, you must select the time of the day. The time of the day can also be written using the 24h-format (hh:mm).
> - **Weekly**: if you select this option, you must select the day(s) of the week and the time of the day.
> - **Monthly**: if you select this option, you must select the day(s) of the month and the time of the day. |
> | **Timezone**: the timezone you want for the data displayed in the report, which will display the date and time accordingly adjusted. |
> | **Send to**: introduce the email address(es) of the users you want to receive the report. Write emails one by one, pressing [enter] on your keyboard after each of them. |
> | **Attach a zip file**: marking this checkbox will generate a single CSV for each table widget present in the Activeboard and all of them will be inserted into a ZIP file, which will be attached to the email. |
> | **Activeboard configuration**: this is a non-editable section. To modify the Activeboard configuration or date range you must close this dialog and perform the modifications directly in the Activeboard.
You can configure and preview the report appearance by selecting the following options:
- Paper size: *A3*, *A4*, *A5*, *B4*, *B5*, *Executive*, *Folio*, *Legal*, *Letter* or *Tabloid*.
> - Page orientation: *Portrait* or *Landscape*.
> - Page margins: *Normal* or *Narrow.*
> - Charts scale: *Mantain aspect ratio* or *Fit to width*.
 |
>
> > Macro (rw-step)
>
> Click **Save** to apply the settings.
## Receiving scheduled reports
When a scheduled report is enabled, the indicated email address or addresses will receive an email at the specified time, with the specified periodicity.
In this email you can find two options which redirect you via S3 links to download the report in PDF format or ZIP format, just select the **Download PDF report** or **Download ZIP file **buttons, the selected file will appears ready for downloading in your own device.
An HMAC signature is required to prevent unauthorized access via the link. The link has a default expiration of **72 hours**; attempting to use it after this period will result in an 'Access Denied' error.
```
AccessDenied
Request has expired
259200
2025-05-25T15:30:17Z
2025-05-29T15:22:58Z
BZ2YA00VGCQTGACT
rJmED4QXi9740zzp859gyNWdrY1TVH5iK5uUOKznxamuFF4GNLDbfFc7W6X/4YVrSDe5Cyf+1lc=
```
> ℹ️ **Activeboards with inputs**
> ℹ️
> ℹ️ When your Activeboard contains inputs, it is highly advisable to configure widgets to [show default values](https://docs.devo.com/space/latest/95208209/Show+data+in+widgets+before+entering+values+in+inputs) without having to introduce them in the input, otherwise, the PDF might display widgets without any data.
> ℹ️
> ℹ️ **Activeboards with table widgets**
> ℹ️
> ℹ️ If you chose to attach them as CSV in a ZIP (see settings in the table above). If the ZIP cannot be generated for whatever reason, this does not affect the PDF, which will be sent anyway.
> ℹ️
> ℹ️ **Activeboards with widgets or inputs using Load on demand**
> ℹ️
> ℹ️ When your Activeboard contains widgets or inputs with this setting enabled, the data fetch will be forced before generating the PDF so that they will appear populated.
## How do I recognize Activeboards with a scheduled report?
If you have the required permission (see first section above), you can recognize those Activeboards that have an active scheduled report because they display this icon next to their name in the Activeboard Manager.
With the very same permission, you have at your disposal a special filter in the Activeboard manager to show only those Activeboards that have a scheduled report.
> ℹ️ **One scheduled report per Activeboard**
> ℹ️
> ℹ️ You can create only one scheduled report per Activeboard. If you want another scheduled report with different settings, your only option is to edit the existing one as explained below.
## Editing scheduled reports
Once you create a scheduled report, it will remain accessible for you to edit when necessary. To edit a scheduled report you must use the same menu you used to create it (notice the option is now **Edit scheduled report**).
## Deleting scheduled reports
If you no longer need a scheduled report, you can easily delete it using the **Delete scheduled report **option that appears in the ellipsis menu when the Activeboard already has one.
