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Scheduled Reports

How to schedule automated booking reports — pick the report type, frequency, filters, file format, and recipients so the report lands in inboxes without manual effort.

What you'll learn​

  • Navigating to Settings → Subscribe Scheduler → Manage
  • Creating a new schedule job
  • Job type — Booking Reports, scoped to a specific space group
  • Frequency — Daily, Weekly, Monthly, or Custom (CRON-like)
  • Setting time of day, time zone, start date, and optional end date
  • Date range coverage — Previous Week / Month / Rolling 7 Days / Entire Week
  • Filtering booking statuses — no-shows, pending, canceled
  • Up to 50 recipients per schedule
  • File format — XLS / CSV / PDF
  • Naming the job (e.g., "Weekly Canceled Bookings")
  • Creating multiple schedules for different reports
Read the transcript

00:00 — This tutorial guides you through scheduling automated reports. You'll configure report types, scheduling frequency, filters, and recipients.

00:13 — As an organization, you might need a recurring report. Instead of creating one manually every week, schedule it. Go to Settings → Subscribe Scheduler → Manage.

00:40 — Existing scheduled reports appear here. Click New Schedule Job.

00:50 — Job type — Booking Reports. Scope — Space Group, then select the group.

01:07 — A unique Job ID is auto-generated.

01:11 — Schedule frequency — Daily, Weekly, Monthly, or Custom (CRON-like). Choose Weekly. Run every Monday at 9 AM via email. Time zone auto-detected. Start = today, end = open (recurring forever). Preview shows upcoming run dates.

01:42 — Date range covered by each report — Previous Week / Month / Rolling 7 Days / Entire Week. Select Weekly date range for the last week.

01:57 — Booking statuses — no-shows, pending, canceled. For this report, select Canceled bookings.

02:21 — Recipients — up to 50 email addresses.

02:32 — File type — XLS. Job name — "Weekly Canceled Bookings".

02:42 — Review settings and click create.

02:51 — Create multiple schedules to automate different reports.

02:58 — Reports now run automatically at the specified intervals with your filters and recipients.