A report schedule records a fixed saved layout and calendar. Saving those settings is separate from authorizing automatic generation. Current company owners or administrators manage schedules, subject to report permissions, book settings and automation availability.
Choose the Saved layout, Frequency, Local run time and First run date, with an optional End date. The first run must be within one year and its full reporting period must fit inside the native books. Record the reason for the schedule settings.
Review Upcoming complete periods after saving. The saved timezone determines each date, and the displayed UTC instant clarifies repeated local hours. Check those exact dates before authorization rather than assuming the schedule uses the timezone of whichever browser opens it later.
If automatic generation is not enabled, saving a schedule does not make reports run. The workspace states that availability explicitly. Preserve the planned settings and follow the current authorization controls when the required company and automation conditions are satisfied.
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