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Scheduling Overview

BuildBetter’s report scheduling enables:
  • Automated report generation
  • Regular delivery intervals
  • Custom timing options
  • Multiple export formats
  • Distribution management

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Schedule Types

Regular Reports

Recurring scheduled reports

Event-Triggered

Reports based on events

Custom Timing

User-defined schedules

On-Demand

Manual generation

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Scheduling Options

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Time-Based

  • Daily reports
  • Weekly summaries
  • Monthly analytics
  • Quarterly reviews
  • Annual reports

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Event-Based

  • Signal thresholds
  • Activity triggers
  • System events
  • User actions

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Export Formats

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Distribution Methods

1

Configure Recipients

Set up distribution lists
2

Choose Format

Select export formats
3

Set Schedule

Define delivery timing
4

Enable Delivery

Activate distribution

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Export Configuration

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Format Settings

  • File type
  • Data inclusion
  • Layout options
  • Branding elements

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Delivery Options

  • Email distribution
  • Cloud storage
  • System integration
  • API endpoints
Verify export settings and permissions before enabling automated distribution.

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Advanced Features

Dynamic Content

Real-time data updates

Custom Formatting

Branded templates

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Integration Options

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Connected Systems

  • Email servers
  • Cloud storage
  • Team platforms
  • Analytics tools

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API Integration

  • Webhook delivery
  • REST endpoints
  • Data streams
  • System callbacks
Test integrations thoroughly to ensure reliable delivery.

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Best Practices

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Schedule Management

  • Optimize timing
  • Avoid conflicts
  • Monitor performance
  • Handle failures

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Export Handling

  • Validate formats
  • Check completeness
  • Verify delivery
  • Track status

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Security Considerations

1

Access Control

Manage permissions
2

Data Protection

Secure content
3

Delivery Security

Protect distribution
4

Audit Logging

Track access

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Troubleshooting

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Performance Tips

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Schedule Optimization

  • Distribute load
  • Batch processing
  • Resource allocation
  • Cache usage

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Export Optimization

  • File compression
  • Streaming delivery
  • Incremental updates
  • Format efficiency
Monitor system load and adjust schedules to optimize performance.

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Monitoring & Alerts

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Schedule Monitoring

  • Execution status
  • Success rates
  • Error tracking
  • Resource usage

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Export Monitoring

  • Delivery status
  • Format validation
  • Size tracking
  • Access logs

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Recovery Procedures

1

Detect Issues

Identify problems
2

Assess Impact

Evaluate effects
3

Take Action

Implement fixes
4

Verify Recovery

Confirm resolution
Regular system maintenance helps prevent scheduling and export issues.