Scheduled reports are reports that refresh their data, recalculate and deliver themselves — as a file, a PDF or an e-mail — at set times, without anyone running them by hand.
Also called: report scheduling, automated reporting, report automation, scheduled Excel reports
A scheduled report chains several jobs: refresh the source data, run the preparation steps, recalculate, lay out the report and deliver it. The order matters — an export that runs before the refresh sends yesterday's numbers.
Reliable report scheduling therefore needs sequencing, time-zone and daylight-saving handling, retries, catch-up for runs missed while a machine was off, and a log of every run. ATX AnalyticsTable's scheduler runs numbered schedules strictly in order and recalculates formulas after each refresh before the next step starts.
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