Scheduled delivery

For a report you want sent out automatically on a repeating basis — rather than one-off via Email Section — use the Schedule button on the report viewer.

Setting a schedule

Cadence — Daily, or Weekly on a specific day.

Time — what time the report goes out. Times are set in UTC.

Recipients — each recipient is chosen individually, and can be delivered one of two ways:

• In-app notification — for an existing Xperios user. They get a notification with a link to the rendered report inside the app. If they have no resolvable login at the time it fires, it falls back to a plain email automatically, so it still reaches them.
• Email — sends the rendered report as a PDF attachment directly to any contact's email address, a Teacher for example. No Xperios login is required.

Recipients can be added and removed while you are setting the schedule up, and Save Schedule commits it.

Send Now

Send Now triggers an existing schedule immediately, outside its normal cadence — useful for testing, or for an ad-hoc need.

Stopping a schedule

Delete removes the schedule altogether, and the report stops going out. The report itself is untouched — only the automatic delivery ends.