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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The Report Schedules page (/fa/reports/schedules) lets administrators configure automated report generation schedules and manage their enabled/disabled state.

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Overview

The page displays all report schedules for the current organization with summary cards showing the active schedule count and total schedule count. Each schedule is rendered as a ReportScheduleCard component showing its configuration and current enabled state. Schedules can be toggled on/off, edited, run immediately, or deleted. New schedules are created via a ReportScheduleDialog. The page uses useReportSchedules, useDeleteReportSchedule, useToggleSchedule, and useRunReportNow hooks backed by the fa_report_schedules table.

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Who it’s for

No explicit permission gate on this route. Access to schedule management actions may be controlled within the dialog or card components.

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Before you start

  • You need to know which report type to schedule.
  • At least one report type must be available in the system.

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Steps

Create a report schedule
  1. Navigate to /fa/reports/schedules.
  2. Click Create Schedule.
  3. Complete the schedule form (report type, recurrence, delivery options).
  4. Save.
Enable or disable a schedule
  1. Locate the schedule card.
  2. Toggle its enabled state.
Run a schedule immediately
  1. Locate the schedule card.
  2. Click the run-now action to trigger an immediate report run.
Edit or delete a schedule
  1. Locate the schedule card.
  2. Use the edit or delete action.

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Key concepts

  • Schedule: A fa_report_schedules row with an is_enabled flag and recurrence configuration.
  • Active schedules: Schedules where is_enabled is true.

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/ReportSchedulesPage.tsx
  • src/cores/fa/hooks/useReportSchedules.ts
  • src/cores/fa/components/ReportScheduleCard.tsx
  • src/cores/fa/components/ReportScheduleDialog.tsx