Saved reports and scheduled delivery

Reports are saved analytical views over submissions. When you need the same export every week — not a one-off download from the submissions index — save a report and optionally attach scheduled email delivery.

This guide is a getting-started walkthrough. For export formats, large-export behaviour, permissions, project config, cron details, incremental windows, and troubleshooting, see Reports overview and Scheduled reports.

Prerequisites

• Reports overview
• Scheduled reports
• Submissions permission to access reports

When to use a report

Use the submissions index for day-to-day review, editing, and status changes. Use a saved report when you need a reusable filter set, on-demand export in multiple formats, or recurring email delivery. See Reports vs the submissions index.

Step 1: Create and run a saved report

1. Go to Formie → Reports → New Report.
2. Configure General (name, handle, forms), Filters, Columns, Display, and Export — see What a report includes.
3. Save and run the report. Confirm the summary, chart, and table match what you expect.
4. Use Export for a one-off download. Pick the format your team needs — Export formats.

If the export is large, Formie queues it in the background — see Large exports.

Step 2: Schedule email delivery

Scheduled reports email a summary plus an export attachment on a daily or weekly cadence.

1. Ensure server cron runs ./craft formie/reports/run-scheduled — typically hourly. See Before you start: cron.
2. Create and save a report first, then open Settings → Scheduled Reports (or the report's Scheduled tab) and choose New Scheduled Report.
3. Link the report, set Schedule (frequency, day, hour), and Delivery (file type, recipients, optional subject/message). See Creating a scheduled report.
4. Save, then use Send Test Email to verify delivery without waiting for cron.

After the first successful delivery, attachments use an incremental window — submissions since the previous send. See Incremental export windows.

Checklist before go-live

• Cron job registered and ./craft formie/reports/run-scheduled runs without errors
• Test email received with expected summary and attachment
• Recipients have Access reports or relevant export permissions — see Permissions
• Report and schedule settings deployed via project config to staging/production

Troubleshooting

Work through Scheduled reports — Troubleshooting for empty attachments, cron vs test-email mismatches, and attachment size limits.

Related

• Reports overview
• Scheduled reports
• Console commands — Reports