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Intro

With Scheduled Reports, you can schedule reports to send to people/groups at specified intervals. You can set a report schedule for a dashboard or for an individual card. You can send reports to people inside or outside your organization; however, people outside your organization must be in your list of authorized domains. For more information, see Specifying Authorized Domains for Invited Users. Users receive scheduled reports via email. Reports for a card include an image of that card; reports for a dashboard include images of all cards on that dashboard. You can select a card image to open the card Details view directly in Domo, or a dashboard image to open that dashboard. The image used for a given card is the same as the “Large” view of the card in a dashboard; therefore, any information in a card that does not appear in the dashboard view will likewise not appear in the report version (such as the “Total” value that appears in the Details for a Pie graph).

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• Access scheduled reports
• Caveats
• Use the scheduled reports modal
• Schedule a report
• Unsubscribe from a report
• Manage your scheduled reports
• View the report history
• Edit a scheduled report
  • Edit report content
• Unsubscribe from a scheduled report
• Disable a scheduled report
• Delete a scheduled report
• Send a scheduled report immediately
• Manage all scheduled reports
  • Edit a scheduled version of a report
  • Disable a scheduled version of a report
  • Delete a scheduled version of a report
• View the history for all scheduled reports
• Turn off/on all scheduled reports
• Scheduled Reports Overview (video)

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Access Scheduled Reports

If you have a system role of Participant or higher or a custom role with the Export From Domo grant enabled, you can access scheduled reports. However, Participant-level users can only create scheduled reports at the dashboard level; they cannot send single cards as reports. To learn more about system roles, see Managing Custom Roles. Access schedule reports from the main navigation by selecting More > Scheduled Reports.

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Caveats

• There is a 10 MB limit on email size for standard pages and a 5 MB limit for dashboards.
• The following email clients are supported (using any other email client may or may not result in the successful rendering or viewing of Scheduled Reports):
  • Any web-based email client (such as Gmail or the Outlook web app)
  • Microsoft Outlook
  • Apple Mail
• When scheduled reports use Personalized Data Permissions (PDP), performance can be impacted by the following:
  • PDP Rendering — Each recipient requires a unique version of the report to be generated. This can add processing time, especially with a high number of recipients.
  • Complexity of Page — If the dashboard/app contains a large number of cards (particularly Table Cards, cards with calculated fields [Beast Modes], or cards powered by large DataSets), the rendering time increases. For example, 80 cards can take around 10–20 minutes per report to finish generating.
  • Report Queueing — If multiple reports are scheduled around the same time, such as 16 reports triggered at 8:30 AM, they compete for resources, which can lead to congestion in the pipeline and longer overall processing times.
• When using the export feature in scheduled reports, the output may not always match your exact view. Table Cards may have more space in the export, leading to visual differences in the layout. The export rewrites the content into email format, resulting in the table content sometimes scaling and shifting, which can cause extra space at the bottom of the export. You can resolve this by adjusting the number of columns or resizing your content to help the export better fit the format.

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Use the Scheduled Reports Modal

In the Scheduled Reports edit dialog, you can schedule reports and specify who receives the report emails. You can also edit settings for a report that has already been scheduled. The following screenshot shows options in this dialog: You can use the following table to learn more about these options:

Option	Description
Schedule controls	Let you set up an interval at which this report is sent to the users and/or groups you specify. You can choose the frequency for the report (daily, weekly, or monthly), the report start and end date, and other options depending on the frequency. If you select Daily , you can specify the time when the report is sent out and can also indicate whether weekends are to be included. Daily times are available only in 15-minute increments (for examples, 9:00, 9:15, 9:30, etc.). If you select Weekly , you can choose the days of the week and the daily time on those days when the report is sent out. Daily times are available only in 15-minute increments (for examples, 9:00, 9:15, 9:30, etc.). If you select Monthly , you can choose from several different options: the first or last day of the month, specific days of the week, or specific dates during the month. For all options, you can choose the daily time when the report is sent out. Daily times are available only in 15-minute increments (for examples, 9:00, 9:15, 9:30, etc.). The time zone for reports is UTC-based. For more information about time zones, see Time Zone Formatting .
Send list	Shows all users and groups who receive this report on the specified schedule. You can remove a user or group by clicking the “x” to the right of the name.
People/group search	Lets you add individuals and/or groups to the list of people who receive this report on the specified schedule. By default you can add user email addresses from any domain. If you want to limit the domains from which email addresses can be selected, you can specify those domains in the Admin Settings. For more information, see Specifying Authorized Domains for Invited Users .
Attachment control (appears for Cards only)	Lets you attach a spreadsheet of the underlying data for a card in CSV format. Note the following when using this option: This option is available only for individual cards, not dashboards. Only the actual data used in the card is packaged in the CSV file, not all of the data in the underlying DataSet. The attachment has a file size limit of 5MB.
Enable control	Lets you enable or disable this report. You can also disable a report in the Scheduled Reports Page clicking the ellipsis (…) next to the report and selecting Disable .

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Schedule a Report

Follow the steps below to schedule reports for cards or dashboards in Domo:

1. Navigate to the card or dashboard you want to schedule a report for.
2. Do the following depending on the type of report:

   Card report	a) Hover over the card until Card options displays. b) Select Card options . The card options menu displays. c) Select Schedule as Report . The schedule report modal displays.
   Dashboard report	a) Select Sharing in the dashboard app bar. The sharing menu displays. b) Select Schedule as Report . The schedule report modal displays.

   
3. (Optional) Enter a subject for the report in the Subject field. This text is the subject line for the report email. The default subject is Card Title Report.
4. Select a frequency from the Send report list. The options are daily, weekly, and monthly.
5. Configure the options for your frequency. In this example, after selecting daily, enter the daily send time and check the box if you want to include weekends.
6. Enter the desired start and end dates in the appropriate fields.
   
7. In the Send to people and groups field, enter the name of a user or group to receive the report. The top results for your search appear automatically in a list as you enter characters and filter accordingly as you add or remove characters.

8. Select the name of the user or group from the list. Note: You must select at least one user or group. The name of the user or group appears in the field.
9. (Optional) Add additional users or groups to the send list for this report by repeating the previous two steps.
10. (Optional) Remove a user or group from the field by clicking X beside the name.

11. Select Add. All users and groups whose names appear in the field display in the send list.
    
12. (Optional) If you are scheduling a report for a card and you would like to send the underlying data for the card as a CSV attachment, check the box for Include a spreadsheet of your data as an attachment (5MB limit).
    
    Note: This option is only available for reports created from individual cards which are editable in Analyzer and is not available for dashboards.
    For a list of caveats when using this feature, please see the entry for Attachment control in the table earlier in this article.
13. Select Schedule. The modal closes.
    Note: You can schedule multiple reports for a given card or dashboard. If you schedule more than one such report, all of the versions of your report are available when you select Card options > Edit Scheduled Reports for a card or Dashboard options > Edit Scheduled Reports for a dashboard.

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Unsubscribe From a Report

When you are included in the send list for a scheduled report, you receive emails for that report on the specified schedule until the expiration date for the report is passed. You can unsubscribe from any report that you receive to stop receiving the emails. Follow these steps to unsubscribe from a scheduled report:

1. Open any report email you have received.
2. Scroll to the “Why am I getting this report?” panel at the bottom of the email.
   
3. Select the linked portion of Click to unsubscribe from this report. A dialog displays confirming that you want to unsubscribe from the report.
4. Select Confirm in the dialog.
   
   A message displays confirming that you are unsubscribed from the report. You will no longer receive emails for this report.
   

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Manage Your Scheduled Reports

On the Scheduled Reports page, you can see all of the reports you’ve scheduled and those you receive, along with a history of reports that have been sent, both successfully and unsuccessfully. Reports show in the context of the owner unless PDP is involved. There are a number of options available for any report, including viewing the send history; editing the report; or unsubscribing from, disabling, or deleting the report. You can also choose to send the report to everyone in its “Send” list now, instead of having to wait for the scheduled time. The Scheduled Reports Page allows you to manage only those reports you send and receive. In the Admin Settings > Scheduled Reports tab you can manage all scheduled reports for your company. You must have an Admin system role or a custom role with the Manage All Company Settings grant enabled to access this tab. For more information about managing reports for your company, see Managing all scheduled reports for your company. For more information about default security roles, see Managing Custom Roles.

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View the Report History

You can see the send history for an individual scheduled report or for all scheduled reports in your Domo. In this history you can see all reports that have been sent, or you can filter to show reports that have been sent successfully or unsuccessfully. You can view the history for an individual scheduled report only if you are the report owner or you have an “Admin” default security role or the Manage All Cards, Pages and Apps (App Studio) grant. For more information about default security roles, see Security Role Reference. Follow these steps to see the history for your reports:

1. Access scheduled reports.
2. Do one of the following:
   • To see the history for all reports, click History.
   • To see the history for an individual report, select action menu (horizontal three dots icon) > View History. The action menu only appears if you are the report owner or hold the Manage All Cards, Pages and Apps (App Studio) grant for your role.

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Edit a Scheduled Report

You can open an existing scheduled report for editing in a number of different ways. You can choose to edit either the report schedule or the actual content of the report. You can edit the settings for the report if you are the owner of the report or you have an “Admin” default security role or a custom role with the Manage All Cards, Pages and Apps (App Studio) grant enabled. For more information about default security roles, see Managing Custom Roles.

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Editing the schedule for a report

When you choose to edit the schedule for a report, the edit dialog for the report opens. You can then change the name, schedule, and recipients as described in Scheduling a report, above. Follow these steps to edit the schedule for a report:

1. Do one of the following:
   • In the Card Page, select the Schedule as a Report option for the Card or Page. Because a scheduled report has already been created for the Card or Page, the edit dialog appears with all of the information already entered in, ready for editing. If no scheduled report had been created, the dialog would appear as a “blank slate,” with all of the default options selected. If you select Schedule as a Report for a Card or Page you do not own, and you do not have an “Admin” default security profile or a custom role with the Manage All Cards, Pages and Apps (App Studio) grant enabled, the dialog appears with the default options selected.
   • In the Scheduled Reports Page (which you access by selecting Scheduled Reports in the More menu at the top of the screen), click the ellipsis (…) for the report you want to edit then select Edit Schedule.
2. Make your desired edits. For more information about report scheduling options, see Scheduling a report.
3. Select Schedule when finished.

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Edit Report Content

When you edit the content for a report, a special view of the dashboard or card Details view appears (depending on whether the report is for a dashboard or a card). In this view, you can apply filters to the dashboard or card normally. You can then save these changes directly to the report. All report recipients will then see the content with your filters applied. However, since the filters were applied only to the report itself and not to the actual dashboard or card, other dashboard/card viewers cannot see the changes. Since a report is static, it does not update when default filters for the dashboard are changed. The following screenshot shows an example of this special Filter view for a card named “Customer Satisfaction.” There are two unique options in this view— Save Filters to Report and Close Report.

• The Save Filters to Report option saves the filter changes you have made to this report. This option is only available when you own the report or if you have the Manage All Cards, Pages and Apps (App Studio) grant enabled for your role. People with Participent-level ownership don’t have card editing rights and can’t save card states like filters.
• The Close Report option closes this view, returning to the regular Details view for the card.

For information about applying filters to a dashboard, see Filtering Data in a Card Details View. Follow these steps to edit the content for a report:

1. On the Scheduled Reports page, find the report you want to edit content for and select action menu > Edit Report.
   
2. Apply Filters to the Page or Card as desired.
3. Click Save Filters to Report when finished.
4. Click Close Report to close this view.

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Unsubscribe From a Scheduled Report

When you unsubscribe from a report, you no longer receive emails for that report. However, this does not disable the report for other users; any other subscribed users will continue to receive the report. You can also re-subscribe to a report from which you have unsubscribed. Follow the steps below:

1. Select More > Scheduled Reports.
2. Click Subscribed.
3. (Optional) To re-subscribe to the report, click Subscribe.

You can also unsubscribe from a report in the edit dialog by clicking the Enabled button at the bottom of the dialog.

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Disable a Scheduled Report

When you disable a report, that report is disabled for all users in the recipient list. This action does not remove the scheduled report from Domo. You can disable a report only if you are the owner of the report or you have an “Admin” default security role or a custom role with the Manage All Cards, Pages and Apps (App Studio) grant enabled. For more information about default security roles, see Managing Custom Roles. To disable a report, select action menu (horizontal three dots icon) > Disable. The menu only appears if you are the report owner or you have an “Admin” security profile or a custom role with the Manage All Cards, Pages and Apps (App Studio) grant enabled.

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Delete a Scheduled Report

Deleting a report removes it from Domo entirely. You can delete a report only if you are the owner of the report or you have an “Admin” security role or a custom role with the Manage All Cards, Pages and Apps (App Studio) grant enabled. For more information about default security roles, see Managing Custom Roles. To disable a report, select action menu (horizontal three dots icon) > Delete. The menu only appears if you are the report owner or you have an “Admin” security profile or a custom role with the Manage All Cards, Pages and Apps (App Studio) grant enabled.

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Send a Scheduled Report Immediately

You can send a scheduled report to the users in the recipient list immediately instead of having to wait for the scheduled time. You do this in the Scheduled Reports Page. This option is available only if you are the owner of the report or you have an “Admin” security role or a custom role with the Manage All Cards, Pages and Apps (App Studio) grant enabled. For more information about default security roles, see Managing Custom Roles. Follow these steps to send a scheduled report immediately:

1. Select More > Scheduled Reports.
2. Select > Send Now. The menu only appears if you are the report owner or you have an “Admin” security profile or a custom role with the Manage All Cards, Pages and Apps (App Studio) grant enabled.

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Manage All Scheduled Reports

In the Admin Settings > Scheduled Reports tab, you can manage all your company’s scheduled reports. You can edit, disable, or delete any scheduled version for any report. You can also see the send history for all reports. You can enable or disable the sending of all reports in your company in the Settings tab using the Enable scheduled reports toggle. You can also choose to block Scheduled Reports from being sent to external email addresses by disabling the Allow scheduled reports for people outside your instance toggle. You must have an Admin system role or a custom role with the Manage All Company Settings grant enabled to access the Scheduled Reports page of the Admin Settings. For more information about system roles, see Security Role Reference. You can manage your own reports (i.e. those you send as well as those you receive) in the Scheduled Reports Page in Domo. You do not need Admin-level privileges to access this Page. For information about the Admin Settings interface, see the Admin Settings Overview. Admins can turn off all reports in their instance, but the reports are not deleted and can be turned on again as needed. When reports are turned on again, reports begin sending according to their configured schedules. When the setting to allow scheduled reports for people outside the instance is turned off, email addresses external to your organization are disabled. Only internal email addresses receive reports.

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Edit a Scheduled Version of a Report

From Admin Settings > Scheduled Reports > Reports tab, you can open any scheduled version of a report in your Domo instance for editing. You can edit the schedule or recipients or enable/disable the report version. Follow these steps to edit a scheduled version of a report:

1. Navigate to the Admin Settings.
2. Select Scheduled Reports.
3. In the list of scheduled reports in the middle pane, locate the report you want to edit and click on it. You can do this by scrolling through the list or entering a report name to filter in the Search Scheduled Reports box.
4. In the pane on the right, locate the scheduled version of the report you want to edit.
5. Select More (horizontal three-dot menu) > Edit Schedule. You can also select Edit Report to open the special Filters view for the report (as described in Editing the content for a report above).
6. Make your desired edits. For more information about report scheduling options, see Scheduling a report.
7. Select Schedule (or Save Filters to Report/Close Report if you choose to edit the report content).

Your changes to the scheduled version of the report are saved.

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Disable a Scheduled Version of a Report

From Admin Settings > Scheduled Reports > Reports, you can disable a scheduled version of a report. When you disable a scheduled version of a report, that report version is disabled for all users in the recipient list. This action does not remove the report version from Domo. To remove the report version, see Delete a Scheduled Version of a Report. Follow these steps to disable a scheduled version of a report:

1. Navigate to the Admin Settings.
2. Select Scheduled Reports.
3. Locate and select the report you want to disable from the list of scheduled reports in the middle pane. You can do this by scrolling through the list or entering a report name to filter in the Search Scheduled Reports box.
4. In the pane on the right, locate the version of the scheduled report you want to disable.
5. Select More (horizontal three-dot menu) > Disable.

The scheduled version of the report is disabled for all users in the recipient list.

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Delete a Scheduled Version of a Report

In the Reports tab, you can delete a scheduled version of a report. Deleting a version of a report removes it from Domo entirely. Follow these steps to delete a scheduled version of a report:

1. Go to the Reports tab of the Scheduled Reports page.
2. Locate and select the report you want to delete.
3. Locate the scheduled version you want to delete and select More (horizontal three-dots icon) > Delete.

The scheduled version of the report is deleted from Domo.

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View the History for All Scheduled Reports

Go to the History tab of the Scheduled Reports page to see the history for all scheduled reports in your Domo instance. The history displays all reports that have been sent. You can use the Successful and Unsuccessful tabs to show reports by sent status.

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Turn Off/On All Scheduled Reports

Go to the Settings tab of the Scheduled Reports page to turn off/on all scheduled reports in your instance using the Enable scheduled reports switch.

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Scheduled Reports Overview (video)