# Scheduling Reports

All reports and lists in ChargeOver can be emailed automatically using the
`Schedule Report` tool. This is great for getting reports automatically sent to
your inbox on a regular basis.

## Schedule a Report

1. Navigate to the report you want to schedule, and click the ==Schedule
   Report...== button at the top right of the page

![](./schedulereport1-ez4.png)

2. You will be prompted to choose when the report should be sent, who the report
   should be sent to, the subject line of email, and any message you want to
   include in the body

![](./schedulereport2-n88.png)

3. You will receive a confirmation that the report has been scheduled after you
   hit the ==Schedule Report== button

![](./schedulereport3-rag.png)

4. The report will be automatically emailed to the recipients

:::tip 

The email sent will have _two_ attachments: 

* `report.csv` - a .CSV (comma-separated value) version of the report
* `report.xlsx` - a Microsoft Excel version of the report 

:::

:::note

Any filters set on the report will NOT carry over to the emailed report.

:::

## Reporting

If you are wanting a list of all of your scheduled reports, you can go to your Report Center. There will be a report called Scheduled Reports under
the Logs heading. 

![](reports-scheduled.png)

This is what your report could look like: 

![](report-scheduledd.png)

### Available columns

- Subject
- Report
- Recepiant 
- Report link
- Next send date 

### View button

When you click the View button on one of the entries in the Scheduled Reports report, it will take you straight to that report link.

## Unschedule a Report

Unschedule a report to stop ChargeOver from emailing a report.

1. Visit the scheduled report, and then click the `Schedule...` button.

![](./unschedule-button.png)

2. Click the `Unschedule` button to stop it from sending.

![](./unschedule-report.png)

## Changing a Scheduled Report

You can change who a scheduled report sends to, or when it sends, by:

1. [Unscheduling the report](#unschedule-a-report), and then...
2. [Re-scheduling the report](#schedule-a-report)