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Lesson 131 of 159·4 min

Scheduled reports: repeatable delivery with a meaningful period

A scheduled report is useful when a recurring decision needs consistent information. Weekly collection review and monthly management review are examples of recurring needs. The schedule should match when recipients can act, not simply create more messages.

The reporting period and delivery time are different settings. A report delivered on Monday might describe the previous week, the current month to date or a selected fixed interval. Those alternatives answer different questions.

DNA's schedule definition

DNA's schedule dialog includes the report, frequency, relevant day, hour, minute, timezone, format, recipients and date-range type. The current save payload specifies delivery through a link and includes link-expiration and optional password settings.

That means the reviewed flow schedules a report link; selecting a format should not be taught as proof that an attached file will be emailed. Recipient and time settings define the intended delivery, while actual execution needs its own confirmation.

Timezone and period

A timezone gives meaning to the scheduled hour. Two people in different timezones may see the same scheduled event at different local times. The organisation should choose the business timezone deliberately and make the reporting cutoff understandable.

For example, a weekly review should use a consistent definition of the week. If the reporting basis changes halfway through a comparison, a rise or fall may reflect the period change rather than the business.

Execution and ongoing maintenance

DNA's schedule management supports pause, resume, run-now requests and execution-history retrieval. These controls help distinguish the schedule definition from individual runs. A saved schedule is not proof that every future run succeeded or that each recipient opened the result.

Review failed executions, outdated recipients and reports that no longer support a decision. Pause an unnecessary schedule rather than allowing it to become background noise. A dependable scheduled report has a clear purpose, a stable scope, accountable recipients and execution results that are checked.

Check your understanding

Not marked. Answer every question to finish the lesson.

Question 1 · Choose one answerConsider this statement about scheduled reports: A scheduled report needs a meaningful period rule as well as a delivery time. Is the statement correct?

Question 2 · Choose one answerCheck your understanding of scheduled reports: Which statement is accurate?

Question 3 · Choose every answer that appliesCheck your understanding of scheduled reports: Select all correct statements. Exactly two answers are correct.