Form LMS lets you schedule reports to run automatically at daily, weekly, or monthly intervals.
✅ Before you start: You need the Site admin or Admin role.
Schedule a report
- Go to Reports → Reports.
- Click the three-dot menu next to the report you want to schedule and select Edit. You can also set up a schedule when creating a new report.
- Scroll down to 4. Schedule and configure the frequency:
- Daily interval: Select Daily interval and choose the number of days between each run.
- Weekly schedule: Select Weekly on and pick the day of the week.
- Monthly schedule: Select Monthly on and pick the day of the month. Select The last day of the month if needed.
- Set a start date: Click the date picker under Generate reports starting from and choose when the schedule begins.
- Set an end date: Click the date picker under Generate reports until and choose when the schedule stops.
- Choose recipients: Add email addresses to get a message when the report is ready. The email will include a link to view the report in Form LMS.
- (Optional) Send to mailing list on creation of the report.
⚠ Warning: If Send to mailing list on report creation is ticked when you click Save Schedule, a notification will be sent to all mailing list recipients immediately. Only use this to test your mailing list or notification settings.
The report will run automatically at the interval you selected.
✔ Note: Recipients must have an active Form LMS account to receive the email and see the report.