---
schema_version: "1"
id: 980753f5c4030212e3cd346d3734c853bacf3f5bc5afa12b3db037c5e1ec508a
title: Set Report Schedule and Delivery Method
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mc_dat_set_report_schedule_and_delivery_method.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mc_dat_set_report_schedule_and_delivery_method.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 95ff2dd67b9c07bf33d4df216f745ba2e45237fa78a612318ddd4cf2661962ef
description: You define scheduling and delivery methods for a report to decide how you want to run and share it. As a result, you decide when the report is sent. For example, if you want the report to go out every day at a specific time, you can set a daily frequency and the time, say, 10:00 PM. You can also define how you want the report to be executed and shared.
products:
  - Marketing
  - Marketing Cloud Intelligence
release: "264"
---
# Set Report Schedule and Delivery Method

You define scheduling and delivery methods for a report to decide how you want to run and share it. As a result, you decide when the report is sent. For example, if you want the report to go out every day at a specific time, you can set a daily frequency and the time, say, 10:00 PM. You can also define how you want the report to be executed and shared.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Intelligence Reports and Intelligence Reports Advanced</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
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        <thead class="slds-text-title_caps ">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d50593e57">User Permissions Needed</th>
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        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d50593e57 ">To create and edit reports</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d50593e57 ">Schedule</td>

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The following delivery methods are supported:

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

When a report is executed according to a scheduled time, it’s known as a scheduler. You can set up multiple schedulers per report, depending on your needs. For example, you can send a report to the management team on a weekly basis and the same report to the analyst team daily. You can also share the report via Email and FTPS simply by adding FTPS as a delivery method and updating the scheduler.

1. When defining a report, go to the **Report Scheduling** area.
2. Select the **Active** checkbox. After you select this checkbox, all options are enabled.
3. Select how frequently you want the report to be sent from the **Frequency** dropdown. More settings are added based on the frequency you select. For example, if you select daily, you can set how many times a day the report is sent. If you select weekly, you can also set the day of the week and time.
4. In **Delivery Hour**, enter the exact hour you want the report to be sent.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/images/icon_note.png)
    
    Note If you want to use an automatic hour instead of defining your own hour, select Automatic. By default, automatic is defined as 6:00 UTC.
5. In the **Delivery Method** dropdown in the Connection Info area, select how you want the report to be exported and shared. For example, select **Email**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/images/icon_note.png)
    
    Note More settings are available depending on the delivery method you select. For example, if you select Email, you can enter the recipients’ email addresses. If you select FTPS, you can enter the FTPS details.
6. To apply this scheduler to your report, click **Add As New Scheduler**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/images/icon_note.png)
    
    Note If you don’t complete this step, then your report can’t run on a schedule.
7. To create a scheduler using the same configuration, for example, if you also want to share the report via FTPS, change the delivery method to FTPS. Then fill in any necessary settings, and click **Add As New Scheduler**. After you complete this step, a new row is added to the table.
8. To change a scheduler and override the settings, select the row of the scheduler, and make your changes, for example, change the delivery hour. Then click **Update Scheduler**.
9. After you define your report and schedulers, click **Save and Run**, or to save the settings and not run the report, click **Save**.

#### See Also

- [User Roles and Permissions in Intelligence Reports](https://help.salesforce.com/s/articleView?id=mktg.mc_dat_user_roles_and_permissions.htm&release=264.0.0&type=5 "To use Intelligence Reports for Engagement, your account must be assigned the Intelligence Reports for Engagement user role. The user role has the following permissions: Access, View and Export, Schedule, and Create and Edit.")