# How to Schedule in Report Pundit

### Steps to Schedule a Report

* **Open the Report**

  * Go to **My Reports** from the navigation bar.
  * Open the folder where your report is saved.
  * Click on the report you want to schedule.

<figure><img src="/files/CgANUBoDENee6IXq0E1O" alt=""><figcaption></figcaption></figure>

* **Access the Schedule Option**

  * On the report page, click the **Schedule** button in the top-right corner.

  **Alternatively:**

  * In the **My Reports** section, locate your report.
  * Click the **Auto-Schedule** icon in the **Actions** column.
  * This will take you directly to the scheduling settings.

<figure><img src="/files/eIOL1HX7fonvydQJNH9F" alt=""><figcaption></figcaption></figure>

* **Choose the Schedule Type**
  * Select how often you want the report to run:

    * Hourly
    * Daily
    * Weekly
    * Monthly

    <figure><img src="/files/OgG4zE3I8Ym7e3hattHh" alt=""><figcaption></figcaption></figure>
* **Set the Schedule Range**
  * Define when the schedule should start and (optionally) end.
* **Customize Delivery (Optional)**
  * Use **Advanced Options** to fine-tune delivery frequency or timing.
* **Select an Output Format**
  * Choose your preferred output option (for example, view-only, downloadable file, or shareable format).

<figure><img src="/files/JzgUwZ5ltK2mtici7piu" alt=""><figcaption></figcaption></figure>

* **Save the Schedule**
  * Click **Save** at the bottom of the page to activate the schedule.

***

#### Notes

* The same process can be used to schedule **newly created reports**.
* You can edit or disable scheduled reports at any time from **schedules.**


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.reportpundit.com/knowledge-base/schedules/how-to-schedule-in-report-pundit.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.