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Schedule a Report in the Cye platform

Set a one-time schedule to automatically generate and send a report on a specific date and time.

Updated today

Overview

This article shows you how to schedule a one-time report in the Cye Exposure Management Platform. You’ll define when the report should be created, choose who receives it, and select the template to use. Once scheduled, the report will be generated automatically — no manual steps required.

You can set up a schedule from either the Reports page or the Report Scheduler page.


1. Choose where to start

You can create a new report schedule in two ways:

  • From the Reports page:
    Click Create report > Schedule

  • From the Report Scheduler page:
    Click Create schedule, then select a report template


2. Set schedule details

In the scheduling form, you’ll be asked to fill in the following:

  • Scheduler name
    Enter a name for this report schedule. You can use the default name or overwrite it.

  • Recipients
    You can choose to send the report to:

    • the Cye platform members
      Add users from your organization. They’ll receive an email with a link to the report and will need to log in to view it.

    • External emails
      Add external recipients to receive a PDF copy by email. These users do not need to log in to view the report — so handle these PDFs with care.

Note: If you don’t add any recipients, the report will still be created and will appear on the Reports page when the schedule runs.


3. Set the schedule date and time

  • Click the date picker icon to choose the day:

  • Click the time picker icon to select the exact time:

  • The selected time will follow your organization’s configured time zone


4. Save or activate the schedule

  • Click Save as draft to keep the schedule without activating it

  • Click Schedule to finalize and activate the schedule

Once scheduled, the report will be generated at the chosen time and delivered to the specified recipients.


Important notes

  • Only the Cye platform administrators can schedule reports

  • PDF reports sent to external recipients are not password-protected — share carefully


Wrap-up / Next Steps

Scheduling a report lets you automate delivery without lifting a finger when the time comes. Whether you're preparing for a board meeting or just need a regular snapshot, a one-time schedule can help you stay on track.

For recurring delivery, check out the related article below.

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