[{"data":1,"prerenderedAt":576},["ShallowReactive",2],{"content-/reporting/scheduling-and-emailed-reports":3,"docs-toc":335},{"_path":4,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":8,"description":9,"type":10,"status":11,"applies_to":12,"last_reviewed":14,"related":15,"body":18,"_type":329,"_id":330,"_source":331,"_file":332,"_stem":333,"_extension":334},"/reporting/scheduling-and-emailed-reports","reporting",false,"","Scheduling and emailed reports","Have any report run on a schedule and land in your inbox or a distribution list.","guide","live",[13],"shared","2026-05-10",[16,17],"/reporting","/reporting/portfolio-summary",{"type":19,"children":20,"toc":319},"root",[21,29,35,42,136,142,154,159,165,219,225,237,260,266,271,308,314],{"type":22,"tag":23,"props":24,"children":26},"element","h1",{"id":25},"scheduling-and-emailed-reports",[27],{"type":28,"value":8},"text",{"type":22,"tag":30,"props":31,"children":32},"p",{},[33],{"type":28,"value":34},"Any PropLink report can be scheduled to run on a recurring basis and emailed to a distribution list.",{"type":22,"tag":36,"props":37,"children":39},"h2",{"id":38},"schedule-a-report",[40],{"type":28,"value":41},"Schedule a report",{"type":22,"tag":43,"props":44,"children":45},"steps",{},[46],{"type":22,"tag":47,"props":48,"children":49},"ol",{},[50,56,61,74,86,96,107,119,131],{"type":22,"tag":51,"props":52,"children":53},"li",{},[54],{"type":28,"value":55},"Open the report.",{"type":22,"tag":51,"props":57,"children":58},{},[59],{"type":28,"value":60},"Apply the filters you want the scheduled run to use.",{"type":22,"tag":51,"props":62,"children":63},{},[64,66,72],{"type":28,"value":65},"Click ",{"type":22,"tag":67,"props":68,"children":69},"strong",{},[70],{"type":28,"value":71},"Schedule",{"type":28,"value":73},".",{"type":22,"tag":51,"props":75,"children":76},{},[77,79,84],{"type":28,"value":78},"Pick the ",{"type":22,"tag":67,"props":80,"children":81},{},[82],{"type":28,"value":83},"frequency",{"type":28,"value":85},": daily, weekly, monthly, quarterly, annually, or custom cron.",{"type":22,"tag":51,"props":87,"children":88},{},[89,90,95],{"type":28,"value":78},{"type":22,"tag":67,"props":91,"children":92},{},[93],{"type":28,"value":94},"time of day",{"type":28,"value":73},{"type":22,"tag":51,"props":97,"children":98},{},[99,100,105],{"type":28,"value":78},{"type":22,"tag":67,"props":101,"children":102},{},[103],{"type":28,"value":104},"format",{"type":28,"value":106},": PDF, Excel, CSV.",{"type":22,"tag":51,"props":108,"children":109},{},[110,112,117],{"type":28,"value":111},"Add ",{"type":22,"tag":67,"props":113,"children":114},{},[115],{"type":28,"value":116},"recipients",{"type":28,"value":118}," by email address or user.",{"type":22,"tag":51,"props":120,"children":121},{},[122,124,129],{"type":28,"value":123},"Add an optional ",{"type":22,"tag":67,"props":125,"children":126},{},[127],{"type":28,"value":128},"covering note",{"type":28,"value":130}," that appears in the email body.",{"type":22,"tag":51,"props":132,"children":133},{},[134],{"type":28,"value":135},"Save.",{"type":22,"tag":36,"props":137,"children":139},{"id":138},"when-proplink-sends",[140],{"type":28,"value":141},"When PropLink sends",{"type":22,"tag":30,"props":143,"children":144},{},[145,147,152],{"type":28,"value":146},"The schedule runs in your organisation's local time (set under ",{"type":22,"tag":67,"props":148,"children":149},{},[150],{"type":28,"value":151},"Settings → Organisation settings → Locale",{"type":28,"value":153},"). The report is built freshly each cycle from current data.",{"type":22,"tag":30,"props":155,"children":156},{},[157],{"type":28,"value":158},"If the report run fails (data unavailable, validation error), PropLink notifies the schedule owner and retries automatically.",{"type":22,"tag":36,"props":160,"children":162},{"id":161},"common-schedules",[163],{"type":28,"value":164},"Common schedules",{"type":22,"tag":166,"props":167,"children":168},"ul",{},[169,179,189,199,209],{"type":22,"tag":51,"props":170,"children":171},{},[172,177],{"type":22,"tag":67,"props":173,"children":174},{},[175],{"type":28,"value":176},"Daily aged debtors",{"type":28,"value":178}," to the operations team.",{"type":22,"tag":51,"props":180,"children":181},{},[182,187],{"type":22,"tag":67,"props":183,"children":184},{},[185],{"type":28,"value":186},"Weekly portfolio summary",{"type":28,"value":188}," to senior managers every Monday morning.",{"type":22,"tag":51,"props":190,"children":191},{},[192,197],{"type":22,"tag":67,"props":193,"children":194},{},[195],{"type":28,"value":196},"Monthly compliance status",{"type":28,"value":198}," to the auditor on the first of the month.",{"type":22,"tag":51,"props":200,"children":201},{},[202,207],{"type":22,"tag":67,"props":203,"children":204},{},[205],{"type":28,"value":206},"Monthly site performance",{"type":28,"value":208}," to client directors per site.",{"type":22,"tag":51,"props":210,"children":211},{},[212,217],{"type":22,"tag":67,"props":213,"children":214},{},[215],{"type":28,"value":216},"Quarterly VAT report",{"type":28,"value":218}," to the firm's accountant a week before the deadline.",{"type":22,"tag":36,"props":220,"children":222},{"id":221},"managing-schedules",[223],{"type":28,"value":224},"Managing schedules",{"type":22,"tag":30,"props":226,"children":227},{},[228,230,235],{"type":28,"value":229},"Open ",{"type":22,"tag":67,"props":231,"children":232},{},[233],{"type":28,"value":234},"Reporting → Schedule → All schedules",{"type":28,"value":236}," to see every scheduled report in your organisation:",{"type":22,"tag":166,"props":238,"children":239},{},[240,245,250,255],{"type":22,"tag":51,"props":241,"children":242},{},[243],{"type":28,"value":244},"Enable or disable.",{"type":22,"tag":51,"props":246,"children":247},{},[248],{"type":28,"value":249},"Edit recipients.",{"type":22,"tag":51,"props":251,"children":252},{},[253],{"type":28,"value":254},"Change frequency.",{"type":22,"tag":51,"props":256,"children":257},{},[258],{"type":28,"value":259},"View the run history for each schedule.",{"type":22,"tag":36,"props":261,"children":263},{"id":262},"pausing-a-schedule",[264],{"type":28,"value":265},"Pausing a schedule",{"type":22,"tag":30,"props":267,"children":268},{},[269],{"type":28,"value":270},"Going on leave? Pause a schedule and unpause when you return:",{"type":22,"tag":43,"props":272,"children":273},{},[274],{"type":22,"tag":47,"props":275,"children":276},{},[277,282,292,297],{"type":22,"tag":51,"props":278,"children":279},{},[280],{"type":28,"value":281},"Open the schedule.",{"type":22,"tag":51,"props":283,"children":284},{},[285,286,291],{"type":28,"value":65},{"type":22,"tag":67,"props":287,"children":288},{},[289],{"type":28,"value":290},"Pause",{"type":28,"value":73},{"type":22,"tag":51,"props":293,"children":294},{},[295],{"type":28,"value":296},"The next run is suppressed.",{"type":22,"tag":51,"props":298,"children":299},{},[300,301,306],{"type":28,"value":65},{"type":22,"tag":67,"props":302,"children":303},{},[304],{"type":28,"value":305},"Resume",{"type":28,"value":307}," to start the schedule again.",{"type":22,"tag":36,"props":309,"children":311},{"id":310},"audit-trail",[312],{"type":28,"value":313},"Audit trail",{"type":22,"tag":30,"props":315,"children":316},{},[317],{"type":28,"value":318},"Every scheduled run is logged with the recipient list, the timestamp and the file size sent. Useful for proving you have been sending the year-end pack or the compliance dashboard on schedule.",{"title":7,"searchDepth":320,"depth":320,"links":321},3,[322,324,325,326,327,328],{"id":38,"depth":323,"text":41},2,{"id":138,"depth":323,"text":141},{"id":161,"depth":323,"text":164},{"id":221,"depth":323,"text":224},{"id":262,"depth":323,"text":265},{"id":310,"depth":323,"text":313},"markdown","content:14.reporting:scheduling-and-emailed-reports.md","content","14.reporting/scheduling-and-emailed-reports.md","14.reporting/scheduling-and-emailed-reports","md",{"_path":4,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":8,"description":9,"type":10,"status":11,"applies_to":336,"last_reviewed":14,"related":337,"body":338,"_type":329,"_id":330,"_source":331,"_file":332,"_stem":333,"_extension":334},[13],[16,17],{"type":19,"children":339,"toc":568},[340,344,348,352,424,428,437,441,445,488,492,501,520,524,528,560,564],{"type":22,"tag":23,"props":341,"children":342},{"id":25},[343],{"type":28,"value":8},{"type":22,"tag":30,"props":345,"children":346},{},[347],{"type":28,"value":34},{"type":22,"tag":36,"props":349,"children":350},{"id":38},[351],{"type":28,"value":41},{"type":22,"tag":43,"props":353,"children":354},{},[355],{"type":22,"tag":47,"props":356,"children":357},{},[358,362,366,375,384,393,402,411,420],{"type":22,"tag":51,"props":359,"children":360},{},[361],{"type":28,"value":55},{"type":22,"tag":51,"props":363,"children":364},{},[365],{"type":28,"value":60},{"type":22,"tag":51,"props":367,"children":368},{},[369,370,374],{"type":28,"value":65},{"type":22,"tag":67,"props":371,"children":372},{},[373],{"type":28,"value":71},{"type":28,"value":73},{"type":22,"tag":51,"props":376,"children":377},{},[378,379,383],{"type":28,"value":78},{"type":22,"tag":67,"props":380,"children":381},{},[382],{"type":28,"value":83},{"type":28,"value":85},{"type":22,"tag":51,"props":385,"children":386},{},[387,388,392],{"type":28,"value":78},{"type":22,"tag":67,"props":389,"children":390},{},[391],{"type":28,"value":94},{"type":28,"value":73},{"type":22,"tag":51,"props":394,"children":395},{},[396,397,401],{"type":28,"value":78},{"type":22,"tag":67,"props":398,"children":399},{},[400],{"type":28,"value":104},{"type":28,"value":106},{"type":22,"tag":51,"props":403,"children":404},{},[405,406,410],{"type":28,"value":111},{"type":22,"tag":67,"props":407,"children":408},{},[409],{"type":28,"value":116},{"type":28,"value":118},{"type":22,"tag":51,"props":412,"children":413},{},[414,415,419],{"type":28,"value":123},{"type":22,"tag":67,"props":416,"children":417},{},[418],{"type":28,"value":128},{"type":28,"value":130},{"type":22,"tag":51,"props":421,"children":422},{},[423],{"type":28,"value":135},{"type":22,"tag":36,"props":425,"children":426},{"id":138},[427],{"type":28,"value":141},{"type":22,"tag":30,"props":429,"children":430},{},[431,432,436],{"type":28,"value":146},{"type":22,"tag":67,"props":433,"children":434},{},[435],{"type":28,"value":151},{"type":28,"value":153},{"type":22,"tag":30,"props":438,"children":439},{},[440],{"type":28,"value":158},{"type":22,"tag":36,"props":442,"children":443},{"id":161},[444],{"type":28,"value":164},{"type":22,"tag":166,"props":446,"children":447},{},[448,456,464,472,480],{"type":22,"tag":51,"props":449,"children":450},{},[451,455],{"type":22,"tag":67,"props":452,"children":453},{},[454],{"type":28,"value":176},{"type":28,"value":178},{"type":22,"tag":51,"props":457,"children":458},{},[459,463],{"type":22,"tag":67,"props":460,"children":461},{},[462],{"type":28,"value":186},{"type":28,"value":188},{"type":22,"tag":51,"props":465,"children":466},{},[467,471],{"type":22,"tag":67,"props":468,"children":469},{},[470],{"type":28,"value":196},{"type":28,"value":198},{"type":22,"tag":51,"props":473,"children":474},{},[475,479],{"type":22,"tag":67,"props":476,"children":477},{},[478],{"type":28,"value":206},{"type":28,"value":208},{"type":22,"tag":51,"props":481,"children":482},{},[483,487],{"type":22,"tag":67,"props":484,"children":485},{},[486],{"type":28,"value":216},{"type":28,"value":218},{"type":22,"tag":36,"props":489,"children":490},{"id":221},[491],{"type":28,"value":224},{"type":22,"tag":30,"props":493,"children":494},{},[495,496,500],{"type":28,"value":229},{"type":22,"tag":67,"props":497,"children":498},{},[499],{"type":28,"value":234},{"type":28,"value":236},{"type":22,"tag":166,"props":502,"children":503},{},[504,508,512,516],{"type":22,"tag":51,"props":505,"children":506},{},[507],{"type":28,"value":244},{"type":22,"tag":51,"props":509,"children":510},{},[511],{"type":28,"value":249},{"type":22,"tag":51,"props":513,"children":514},{},[515],{"type":28,"value":254},{"type":22,"tag":51,"props":517,"children":518},{},[519],{"type":28,"value":259},{"type":22,"tag":36,"props":521,"children":522},{"id":262},[523],{"type":28,"value":265},{"type":22,"tag":30,"props":525,"children":526},{},[527],{"type":28,"value":270},{"type":22,"tag":43,"props":529,"children":530},{},[531],{"type":22,"tag":47,"props":532,"children":533},{},[534,538,547,551],{"type":22,"tag":51,"props":535,"children":536},{},[537],{"type":28,"value":281},{"type":22,"tag":51,"props":539,"children":540},{},[541,542,546],{"type":28,"value":65},{"type":22,"tag":67,"props":543,"children":544},{},[545],{"type":28,"value":290},{"type":28,"value":73},{"type":22,"tag":51,"props":548,"children":549},{},[550],{"type":28,"value":296},{"type":22,"tag":51,"props":552,"children":553},{},[554,555,559],{"type":28,"value":65},{"type":22,"tag":67,"props":556,"children":557},{},[558],{"type":28,"value":305},{"type":28,"value":307},{"type":22,"tag":36,"props":561,"children":562},{"id":310},[563],{"type":28,"value":313},{"type":22,"tag":30,"props":565,"children":566},{},[567],{"type":28,"value":318},{"title":7,"searchDepth":320,"depth":320,"links":569},[570,571,572,573,574,575],{"id":38,"depth":323,"text":41},{"id":138,"depth":323,"text":141},{"id":161,"depth":323,"text":164},{"id":221,"depth":323,"text":224},{"id":262,"depth":323,"text":265},{"id":310,"depth":323,"text":313},1778601706607]