Scheduled reports are designed to keep your teams informed automatically—when they’re set up correctly, they work seamlessly behind the scenes. In this practical, educational session, we’ll walk through how report scheduling works in Sugar so you can configure it with clarity and confidence.

You’ll gain a deeper understanding of:

• How report delivery is determined (owner vs. recipients)

• What causes schedules to deactivate

• How email settings support successful delivery

• When to use attachments versus links

• Best practices for avoiding duplicate or missed sends

By the end of this session, you’ll understand the mechanics behind report scheduling and be equipped to set up reliable, consistent report delivery for your organization.