Schedule a report to email
Run a saved template on a cadence and email the file to staff, roles, or extra addresses. You need Reports and Email Merge turned on for the building.
- Open Reports.
- Click Scheduled.
- Click New schedule.
- Name the schedule and pick a template (service request presets sort first, then incident presets).
- Under Building, leave All buildings selected, or narrow to the buildings this schedule should cover. One schedule covers every building you select.
- Set how often it runs (Every day, Weekdays (Mon–Fri), On selected days, Every N days, or Monthly), the time, and the time zone.
- Turn on Email the file when it is ready.
- Under Send as, choose PDF, Excel, or HTML (link in the message).
- Under Recipients, search and check staff (User) and roles (Role) from the selected building(s). Roles are the user groups in your corporation(s).
- Under Other email addresses, type an address such as a board member and click Add.Scheduled editor recipients and Send as — Email the file toggle, Send as PDF, recipient list with User and Role badges, other email addresses
- Add optional filters such as Created At · Within the last (days) if the template has no date window.
- Click Create schedule.
Tip: The template only stores columns, filters, and grouping. Recipients and send format live here, not on the template editor.
Result: The schedule appears on Scheduled. At the next run, MCC generates the report and emails the chosen format, then staff can still get a push.
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