---
schema_version: "1"
id: f577739f23fa6fcc230c1b6a987f89c8eafe26dc3e02f8f2368f6a61b386a09d
title: Configure Report Scheduling and Delivery
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/dato_anlyz_reports_configure.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.dato_anlyz_reports_configure.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1ac59f90bf4e049827bffbeb3c51631f3212e6ea31b42b713d81198f6b3afd82
description: You can choose when and how to run and share a report. You can set up multiple schedules for a report. For example, you can send the report to the management team on a weekly basis and to the analyst team daily.
products:
  - Marketing
  - Marketing Cloud Intelligence
release: "264"
---
# Configure Report Scheduling and Delivery

You can choose when and how to run and share a report. You can set up multiple schedules for a report. For example, you can send the report to the management team on a weekly basis and to the analyst team daily.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d23231e38">REQUIRED USER ROLE</th>
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            <td data-label="REQUIRED USER ROLE" class="slds-cell-wrap" style="vertical-align:top;" headers="d23231e38 ">To create and manage reports </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d23231e38 ">Admin or Power User</td>

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These delivery methods are supported:

- AzureBlob
- Email
- FTPS
- Google Drive
- HDFS
- SFTP
- AWS - S3
- Google Cloud Storage

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-salesforce_datorama-264-0-0-production-enus/d38a342d-dd4a-4af8-8343-f372280a75dd/images/icon_note.png)

Note

- Email attachments larger than 10 MB will be sent as a download link, requiring user login.
- Emails with attachments sent to data streams in an Azure environment (platform-us2 and platform-eu2) are blocked if they don’t include a Message-ID that meets standard RFC guidelines.

1. On the **Analyze & Act** tab, click **Reports** in the left panel.
2. Create a report or edit one.
3. Under **Report Scheduling**, select **Active**.
4. After you make the report active, these settings depend on the selected format:
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><tbody><tr class=""><td class="slds-cell-wrap"><strong class="uicontrol">Include Unsubscribe In Email Reports</strong></td><td class="slds-cell-wrap">Selected by default. Lets recipients unsubscribe from receiving the report.</td></tr><tr class=""><td class="slds-cell-wrap"><strong class="uicontrol">Edit Report Email Text</strong></td><td class="slds-cell-wrap">Select to revise the text sent to recipients.</td></tr><tr class=""><td class="slds-cell-wrap"><strong class="uicontrol">Execute only as part of a Workflow</strong></td><td class="slds-cell-wrap">Select to run the report only as part of a workflow.</td></tr></tbody></table>
5. From the **Frequency** dropdown, select how often to send the report.
6. Enter when to send the report. If you select **Automatic**, the report is sent at 6:00 UTC.
7. Select the delivery method.
8. To apply this scheduler to your report, click **Add As New Scheduler**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-salesforce_datorama-264-0-0-production-enus/d38a342d-dd4a-4af8-8343-f372280a75dd/images/icon_note.png)
    
    Note If you don’t select this option, your report can’t run on a schedule.
9. To create another scheduler using the same configuration, for example, if you also want to share the report via FTPS, change the delivery method to **FTPS**. Enter any necessary settings, and click **Add As New Scheduler**
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-salesforce_datorama-264-0-0-production-enus/d38a342d-dd4a-4af8-8343-f372280a75dd/images/icon_note.png)
    
    Note To obey HIPAA compliance rules, ensure that the configured recipient supports the [valid encryption processes for data in motion.](https://www.hhs.gov/hipaa/for-professionals/breach-notification/guidance/index.html)
10. To change a scheduler and override the settings, select it in the scheduler and make your changes. Then click **Update Scheduler**.
11. To run the report, click **Save and Run**. To save the settings and not run the report, click **Save**.

- **[Customize Report Email Text](https://help.salesforce.com/s/articleView?id=mktg.dato_anlyz_reports_customize_email.htm&release=264.0.0&type=5)**  
    Reports scheduled to be delivered by email are accompanied by short text that includes details about the report. You can customize the email text on the workspace level and apply the text to all workspace reports. Or you can customize the email text on the report level for a specific report.