Scheduled Reports

Scheduled Reports defines recurring report deliveries -- which report, to whom, in what format and on what cadence -- so management packs arrive automatically by email. It removes the manual effort of running and circulating routine reports. Leadership relies on it for daily, weekly and month-end distributions.

Workflow

Open MFI > Operations > Reports > Scheduled Reports
Click New and pick the report or template to schedule
Set frequency, time and the recipient list
Choose output format (PDF, spreadsheet) and filters
Activate the schedule and verify the first delivery

Fields reference

Every field on this screen, drawn from the live data model.

Field	Type	Required	Description
Name `name`	Text	Yes	Name
Frequency `frequency`	Choice: Daily, Weekly, Monthly, Quarterly	Yes	Frequency
Active `active`	Yes/No	—	Active
Report `report_action_id`	Link → ir.actions.report	—	Report
Recipient Users `recipient_user_ids`	Tags	—	Recipient Users
Recipient Partners `recipient_partner_ids`	Tags	—	Recipient Partners
Day Of Week `day_of_week`	Choice: Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday	—	Day Of Week
Day Of Month `day_of_month`	Number	—	Day Of Month
Hour Of Day `hour_of_day`	Number	—	Hour Of Day
Filter Domain `filter_domain`	Text	—	Filter Domain
Last Sent Date `last_sent_date`	Date & time	—	Last Sent Date
Next Run Date `next_run_date`	Date & time	—	Next Run Date
Email Subject `email_subject`	Text	—	Email Subject
Email Body `email_body`	Rich text	—	Email Body

Actions & buttons

Buttons available on this screen and what they do:

Run Now

Notes & rules

Model mfi.report.schedule -- list, form views
Key fields: report, recipients, frequency, format
Related: Report Runs, Report Templates
Used by management and operations admins

Technical model: mfi.report.schedule · Record: MFI Scheduled Report