Report automation
Report automation (also called scheduled reports) generates a report on a recurring schedule, automatically — for example a weekly project status report every Monday morning. Unlike the rest of Automation, which reacts to triggers (events) on records, report automation is purely time-based.
Opening report automation
From the Reports area, open the report list and click Automation in the toolbar, then Create New Automation. Your existing report automations are listed in the same menu, where you can open one to edit it.
Configuring a report automation
A report automation has a few settings:
| Setting | Description |
|---|---|
| Name | A clear name, for example Weekly Project Status Report. |
| Schedule | How often the report is generated — Daily, Weekly, Monthly, or Yearly. Depending on the selected schedule, additional settings are available: Daily: Choose a time and optionally check Weekdays only (Mon–Fri) to skip weekends. Weekly: Choose a time and select one or more days of the week (Mon, Tue, Wed, Thu, Fri, Sat, Sun). Monthly: Choose a day (1–31) and a time. Yearly: Choose a month, a day, and a time. |
| Report source | Which report layout to generate. Pick a report from the dropdown. Entries are listed alphabetically by name. |
| Export format | PDF, Word (DOCX), or Excel (XLS). |
Running, enabling, and disabling
Once saved, the report automation runs on its schedule and generates the report in the chosen format. You can enable or disable an automation with the toggle switch to pause it without deleting it, just like other automation rules.
Managing report automations in the Account Settings
Your report automations are listed in InLoox Account Settings → Automations beside your other rules, in their own group Reports. The group appears in the My automations tab and, for administrators, in the All users tab.
A report automation is identified by the Schedule badge with a clock icon instead of an entity trigger, and it shows no counts for conditions or actions. You can manage it from there:
- Enable or disable it with the toggle switch.
- Open its run history with the Show runs button.
- As an administrator, hand it over to another owner with Change owner — see Managing rules.
- Delete it with the trash can icon.
The schedule and the report layout stay edited in the Reports list. A report automation therefore has no edit button in the settings, and its name is plain text whose tool tip points to the Reports list.
Permissions
Report automations follow the same access model as the rest of Automation — see Managing rules.