How can I schedule a report for email delivery?

Creating a Scheduled Report for a Tenant

This guide outlines the steps to create a scheduled report for a tenant.

Eligibility
The tenant must be on an Enterprise plan or higher. Each Enterprise license includes up to one scheduled report. Additional reports may incur a fee.

Steps to Create a Scheduled Report

1. Create the Report in the UI
   Eligible report types include:

   • Expenses

   • Activities

   • Employee Benefits

   • Receipt Violator Statistics

   • Cards

   When creating the report, give it a clear and meaningful name to easily identify it later.

2. Create a Role for the Distribution List
   Set up a role that includes all users who should receive the scheduled report via email.
   For guidance on creating roles, refer to this article.

3. Submit a Ticket to Custodia
   Open a support ticket and include the following information:

   • The name of the report

   • The delivery schedule (e.g., daily, weekly, monthly)

   • Any filters that should be applied, using column names from the report
     Examples:

     • Expenses: timestamp > 90 days ago

     • Activities: status != 'archived'

     • Activities: activityStart > 30 days ago

Once submitted, Custodia will process the request and configure the scheduled report accordingly.