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

# How do I email a report on a schedule?

> Save a club report with its filters and have it mailed daily, weekly or monthly at 07:00 club time.

<Note>
  **Must know**

  * Scheduling is in the new view only; the classic Reports page has no scheduler (CCM had none either).
  * Scheduling needs the *View Financials* permission. Staff who run reports through *View Members* or *View Volunteers* — a Volunteer Coordinator, for example — can run and download them but see no **Email on a schedule** button.
  * Reports go out at **07:00 in your club's timezone** — **Daily**, **Weekly on Monday** or **Monthly on the 1st** — as **CSV** or **XLSX (Excel)**.
  * At least one recipient is required: "Add at least one recipient before scheduling."
  * The saved report keeps the filters you had set when you saved it; "No filters — the whole club, every time it runs" means it will always report on everything.
</Note>

<Steps>
  <Step title="Save the report">
    Run the report under **Reports → Club reports** with the filters you want, then click **Email on a schedule**. The dialog **Email this report on a schedule** explains it "Saves the report you are looking at, with the filters you have set, and mails it to the people you name" and lists **Filters saved with it**. Click **Schedule report**; the toast says "Scheduled — it is now under Saved reports."
  </Step>

  <Step title="Set recipients and frequency">
    Open **Reports → Saved reports**, find the report and choose **Schedule & sharing…**. Enter **Recipients (comma- or newline-separated)**, pick a **Format** (**CSV** or **XLSX (Excel)**) and a **Schedule**: **Not scheduled**, **Daily at 07:00**, **Weekly on Monday at 07:00** or **Monthly on the 1st at 07:00**. Turn on **Share with the org** if every administrator should see and edit it.
  </Step>

  <Step title="Check it">
    Use **Send now** to mail it immediately, or **Download** to fetch it yourself. The row shows a **Scheduled** badge (and **Org-shared** when shared).
  </Step>
</Steps>

The same **Saved reports** tab also holds views saved from the Revenue and Operations tabs (**Save current view**) and reports built in the report builder. Each row's menu offers **Edit…**, **Duplicate…**, **Open in Club reports** (or the relevant tab or **Open in builder**) and delete.

**Related:** [How do I run and export a club report?](/club/reports/how-do-i-run-and-export-a-club-report) · [Who can see reports?](/club/reports/who-can-see-reports) · [What is the report builder?](/club/reports/what-is-the-report-builder) · [How do I set the season start month?](/club/get-set-up/how-do-i-set-the-season-start-month)


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