Troubleshoot failed scheduled reports

What to check when an automated report does not send correctly.

Start with the basics:

  • Is the automation active?

  • Is the schedule set to the expected timezone?

  • Are recipients valid?

  • Does the report open manually?

  • Do all widgets load?

  • Is the sending email setup complete?

If the report opens manually but automation fails, check the automation history and email setup. If the report itself fails, troubleshoot the report or data source first.

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