Tired of manually exporting the same report every Monday? Schedule it. Apragya AI emails CSV / PDF / Excel attachments on whatever cadence you pick.
Create a schedule
- Open the list view or report you want to send
- Top-right > Export > Schedule Recurring
- Pick cadence: Daily, Weekly (pick weekday), Monthly (pick day of month), or Custom (cron expression)
- Pick format: CSV, Excel, PDF
- Pick recipients: yourself, specific email addresses, or a role (e.g., all Finance Managers)
- Pick the time of day the report sends (defaults to 8 AM in the recipient's timezone)
- Save
Edit or pause
Profile > Scheduled Reports - lists every report you've scheduled. Edit cadence, recipients, format, or pause without deleting (useful if you go on vacation).
Reports respect the recipient's RBAC, not yours - if you send a sales-pipeline report to a Finance role, they only see the deals their role can see. Useful for cross-functional reporting without leaking data scope.