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Event Details
Scheduled reports are designed to keep your teams informed automatically. When configured correctly, they run seamlessly behind the scenes.
In this practical, educational session, we walked through how report scheduling works in Sugar so you can set it up with clarity and confidence.
We covered the following topics:
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Understanding how report delivery is determined (owner vs. recipients)
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Identifying what causes report schedules to deactivate
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Configuring email settings to support successful delivery
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Deciding when to use attachments versus links
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Applying best practices to avoid duplicate or missed sends
By the end of this session, you’ll understand the mechanics behind report scheduling and be equipped to deliver reports reliably and consistently across your organization.
Instructor: Andrea Ayers
Recording date: March 18, 2026
Session Resources
- Troubleshooting Guide: Scheduled Reports Didn't Send? Start Here!
- Quick Video: Delivering Reports Automatically
Next Sugar Reporting Webinar: Build Reports You Can Trust: Filters, Logic, & Visibility Made Simple