--- title: Scheduling Automated Reports description: Schedule automatic report delivery in Acorn PLMS — set up recurring CSV or PDF exports sent to nominated email addresses. image: https://help.acorn.works/hubfs/acorn-meta-preview.png --- [Skip to content](https://help.acorn.works/help-centre/help-centre/scheduling-automated-reports#main-content) English - Australia Show submenu for translations [Contact Us](https://help.acorn.works/help-centre/kb-tickets/new?hsLang=en-au) [Customer Portal](https://support.acorn.works/tickets?hsLang=en-au) [![AcornLogo\_Horizontal\_FullColourWhite\_1000px](https://help.acorn.works/hs-fs/hubfs/AcornLogo_Horizontal_FullColourWhite_1000px.png?width=200&height=45&name=AcornLogo_Horizontal_FullColourWhite_1000px.png)](https://help.acorn.works/help-centre?hsLang=en-au) - [Help Articles](https://help.acorn.works/help-centre/help-articles) - [Patch Notes](https://help.acorn.works/help-centre/patch-notes) - [Status](https://status.acorn.works/) Open main navigation Close main navigation - [Help Articles](https://help.acorn.works/help-centre/help-articles) - [Patch Notes](https://help.acorn.works/help-centre/patch-notes) - [Status](https://status.acorn.works/) - English - Australia Show submenu for translations - [Contact Us](https://help.acorn.works/help-centre/kb-tickets/new) - [Customer Portal](https://support.acorn.works/tickets) Welcome to the Help Centre - There are no suggestions because the search field is empty. 1. [Acorn Help Centre](https://help.acorn.works/help-centre?hsLang=en-au) 2. [Reporting](https://help.acorn.works/help-centre/reporting?hsLang=en-au) 3. [Reports](https://help.acorn.works/help-centre/reporting?hsLang=en-au#reports) 9 October 2026 # Scheduling Automated Reports ## Set up reports that run and deliver automatically to your inbox on a recurring schedule. ### Overview Scheduled reports in Acorn automatically run and deliver a report export (CSV or PDF) to specified email addresses on a recurring schedule — daily, weekly, or monthly. Recipients do not need to be Acorn users to receive reports. ### What do you need before creating a scheduled report? You need Admin access in Acorn to create scheduled reports. You will also need at least one saved report preset — you can create one during the setup steps below.   ### How do you create a scheduled report? 1. Go to **Admin \> Reporting \> Reports \> New Report** or **Past Report**, then select the report you want to schedule. 2. Apply the filters you want (date range, cohort, course, etc.). 3. Click the **Settings** (cog) icon, then select **Save Preset**. Enter a name for the preset and click **Save Preset**. 4. Back in Reporting, click **Scheduled Reports \> New Scheduled Report**. Enter a name, select a preset from the dropdown, then click **Next**. 5. Set the frequency: **Daily, Weekly** (choose day of week), or **Monthly** (choose day of month). Click **Next**. 6. Add recipients: enter the email addresses that should receive the report. Make sure **Send Email Alert** is selected — if it is not selected, no email will be sent and recipients will only see a notification inside Acorn. ![](https://help.acorn.works/hs-fs/hubfs/image-png-Jun-17-2026-12-40-35-1239-AM.png?width=541&height=399&name=image-png-Jun-17-2026-12-40-35-1239-AM.png) 7. Click **Next \> Yes, Save Schedule.  ![2026-06-16 17.42.38](https://help.acorn.works/hs-fs/hubfs/2026-06-16%2017.42.38.gif?width=670&height=436&name=2026-06-16%2017.42.38.gif)** ### How do you manage or edit a scheduled report? 1. Go to **Admin \> Reporting \> Reports \> Scheduled Reports**. 2. Click **View** on your specific report. 3. Click **Edit** to modify the name, schedule, frequency, recipients, or preset filters. 4. To delete a scheduled report, first toggle off the **Active** button to deactivate it, then click **Edit \> Delete**. ![](https://help.acorn.works/hs-fs/hubfs/image-png-Jun-17-2026-12-48-40-8579-AM.png?width=563&height=314&name=image-png-Jun-17-2026-12-48-40-8579-AM.png) ### Dynamic date ranges Use dynamic date ranges in your scheduled reports so each report always covers a rolling time period. Available dynamic date ranges include: - **Last 7 days**: Always covers the 7 days before the report runs. - **Current month**: Covers the month the report runs in. - **Last month**: Covers the previous calendar month. ### Troubleshooting scheduled reports - **Report not arriving**: Check the recipient's spam or junk folder and confirm the sender address is not on their email suppression or block list. Also verify that **Send Email Alert** was enabled when the schedule was created or last edited. - **Empty report**: No data matched the filters for that period — open the preset and review the date range, cohort, and course filters to confirm they are returning active records. - **Wrong data**: Review the saved filters in the preset — a cohort or course filter may be too narrow or set to the wrong value. ### Who receives scheduled reports? Scheduled reports can only be accessed by users within your Acorn tenancy. People outside your organization can’t view them. **How it works** - Recipients get an email with a link to the report, not an attached file. - The link opens Acorn PLS, where the recipient is prompted to log in. - Only users with an account in your tenancy can log in and view the report. **Why reports work this way** Keeping reports behind a login protects your data. 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