Report Scheduling & Exporting
Managing automated report generation and export options in BuildBetter
Scheduling Overview
BuildBetter’s report scheduling enables:
- Automated report generation
- Regular delivery intervals
- Custom timing options
- Multiple export formats
- Distribution management
Schedule Types
Regular Reports
Recurring scheduled reports
Event-Triggered
Reports based on events
Custom Timing
User-defined schedules
On-Demand
Manual generation
Scheduling Options
Time-Based
- Daily reports
- Weekly summaries
- Monthly analytics
- Quarterly reviews
- Annual reports
Event-Based
- Signal thresholds
- Activity triggers
- System events
- User actions
Export Formats
Distribution Methods
Configure Recipients
Set up distribution lists
Choose Format
Select export formats
Set Schedule
Define delivery timing
Enable Delivery
Activate distribution
Export Configuration
Format Settings
- File type
- Data inclusion
- Layout options
- Branding elements
Delivery Options
- Email distribution
- Cloud storage
- System integration
- API endpoints
Verify export settings and permissions before enabling automated distribution.
Advanced Features
Dynamic Content
Real-time data updates
Custom Formatting
Branded templates
Integration Options
Connected Systems
- Email servers
- Cloud storage
- Team platforms
- Analytics tools
API Integration
- Webhook delivery
- REST endpoints
- Data streams
- System callbacks
Test integrations thoroughly to ensure reliable delivery.
Best Practices
Schedule Management
- Optimize timing
- Avoid conflicts
- Monitor performance
- Handle failures
Export Handling
- Validate formats
- Check completeness
- Verify delivery
- Track status
Security Considerations
Access Control
Manage permissions
Data Protection
Secure content
Delivery Security
Protect distribution
Audit Logging
Track access
Troubleshooting
Performance Tips
Schedule Optimization
- Distribute load
- Batch processing
- Resource allocation
- Cache usage
Export Optimization
- File compression
- Streaming delivery
- Incremental updates
- Format efficiency
Monitor system load and adjust schedules to optimize performance.
Monitoring & Alerts
Schedule Monitoring
- Execution status
- Success rates
- Error tracking
- Resource usage
Export Monitoring
- Delivery status
- Format validation
- Size tracking
- Access logs
Recovery Procedures
Detect Issues
Identify problems
Assess Impact
Evaluate effects
Take Action
Implement fixes
Verify Recovery
Confirm resolution
Regular system maintenance helps prevent scheduling and export issues.