> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.claruswms.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting Up Scheduled Reports

> How to create automated scheduled reports with custom frequency, email delivery, variables, and optional SFTP output.

## Overview

Scheduled reports let you receive regular updates automatically without manual intervention. You can configure the frequency, recipients, report type, and optional variables for each schedule.

<Steps>
  <Step title="Log in to your account">
    Sign in to access the scheduling features.
  </Step>

  <Step title="Access Scheduled Reports">
    Click your **username** at the top of the screen. From the dropdown, select **My Scheduled Reports**.
  </Step>

  <Step title="Add a Scheduled Report">
    Click **+Add a Scheduled Report** to open the configuration screen.
  </Step>

  <Step title="Complete General Settings">
    * Enter a **Name** for the report (e.g., "Daily Report")
    * Set the **Frequency** (daily, monthly, etc.)
    * Select the **Days of the Week** for the report to run
    * Enter the **Time** to run
  </Step>

  <Step title="Set up Email Settings">
    Enter the email **Subject** and **Body** message. Click **+New** to add recipients with their name and email address.
  </Step>

  <Step title="Add Reports">
    Click **Add Report** and select from the pre-set reports in the dropdown menu.
  </Step>

  <Step title="Add Variables (optional)">
    Click **+New** to add a variable. Choose a **Parameter Name** (e.g., `account_id` or `warehouse_id`) and enter the corresponding **Variable Value**.
  </Step>

  <Step title="Configure SFTP Users (optional)">
    Instead of email, you can save reports to SFTP. Click **+New**, search for the SFTP user by name, and the report will be saved for them to access.
  </Step>

  <Step title="Save the Scheduled Report">
    Click **Save**. The report will now run automatically at the scheduled time.
  </Step>
</Steps>

<Warning>Avoid setting report times between midnight and 2 AM, as these may be affected by daylight saving time changes.</Warning>

<AccordionGroup>
  <Accordion title="Can I send reports to multiple recipients?">
    Yes. Click **+New** in the Email Settings to add multiple recipients.
  </Accordion>

  <Accordion title="Can I deliver reports via SFTP instead of email?">
    Yes. Use the **SFTP Users** section to save reports for download instead of email delivery.
  </Accordion>
</AccordionGroup>