Scheduling reports
You can schedule your report to run once, at a future date and time, or periodically.
As of NexJ CRM 22.03.1.0, you can set up the report schedule on the Schedule card in the Settings tab in the Report Viewer. The default frequency is None, which runs the report immediately. If you want a report to run only once, but at a future time, select Once, and specify the desired date and time. If you want it to run periodically, select Daily, Weekly, or Monthly, and specify the start date and time. The report runs for the first time at the start date and time, and will continue running periodically as specified in the schedule.
When you select Daily, Weekly, or Monthly for the frequency of a report, you can specify an end time for the report's schedule by selecting Has Scheduled End Time, and entering a date and time in the End Scheduled Time field. When the schedule reaches the specified end date and time, the Schedule card resets to its original format, and displays "Not Currently Scheduled", and you can reschedule the report.
To automatically send a report's details to a distribution list, enter the recipients' email addresses in the Email Address Targets field.
By default, you can provide a maximum of 10 email addresses in the Email Address Targets field.
If your administrator has enabled your environment to support sending summaries and visualizations, you will also be able to send them.
Click Set Schedule to save your schedule. When you have selected a schedule frequency (for example, Once, Daily, Weekly or Monthly) for a report, and clicked Set Schedule to save the schedule for a report, you can confirm that the saving of the schedule has worked as the next scheduled run time will appear below the Set Schedule button.
The raw data of a report, accessible from the Details tab for the report in the Report Viewer, updates each time you open the report. The data in the Summary and Visualization tabs, however, only updates when you click the Update Report button 
Each time a report runs as per schedule, you will receive a notification, which you can view in the Notification sidebar. In addition, the Last Updated time stamp is updated, in the Reports data table and in the About tab of the report. The Schedule card shows the next scheduled run time for the report.
If a report fails to run at the scheduled time, an error displays in the Summary, Visualization, or Details tab of the report, depending on where the issue occurred. If you see an error, try re-running the report by clicking the Update Report button. This may resolve any failures due to temporary server issues. If it is a recurring scheduled report, the system will reattempt to run the report at the next scheduled time. If the issue persists, contact your administrator with the error code.
Report schedules are user specific. When a user runs a report, the report data is not updated for other users of the same report. Each user of a shared report must run the report individually to view any report data by clicking the Update Report button or by scheduling a run of the report.