> ## 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.

# Report Schedules

> Configure automated report generation and delivery schedules for the Finance & Revenue core.

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

## 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.

## Who it's for

Access follows your organization's role and module configuration. Access to schedule management actions may be controlled within the dialog or card components.

## Before you start

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

## 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.

## Key concepts

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

## Related

<Columns cols={2}>
  <Card title="Finance & Revenue" icon="building-columns" href="/fa/overview">
    Finance & Revenue core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * 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
</Accordion>