Scheduled Reports

Scheduled reports email a saved report on a daily or weekly cadence. Each delivery sends:

• a summary email with submission counts (and per-form breakdown when multiple forms match)
• an export attachment in the file type you choose, using the report’s filters, columns, and export filename setting

Configure schedules under Formie → Settings → Scheduled Reports, or from a report’s Scheduled tab (Formie → Reports → {report} → Edit → Scheduled).

Before you start: cron

Deliveries do not send by themselves. They run when the console command executes on a server cron schedule — typically every hour:

./craft formie/reports/run-scheduled

If this command is not scheduled, enabled scheduled reports will never send. Use Send Test Email on an existing scheduled report to verify delivery without waiting for cron.

See Console commands — Reports for details.

Creating a scheduled report

1. Create and save a report with the filters and columns you want.
2. Open Settings → Scheduled Reports (or the report’s Scheduled tab) and choose New Scheduled Report.
3. Set Name, Report, and Enabled.
4. Under Schedule, choose Frequency (daily or weekly), Day of Week (weekly only), Hour (0–23, control panel timezone), and optional Start Date / End Date.
5. Under Delivery, set File Type, Recipients (comma- or line-separated addresses), optional Recipient User Group, Email Subject, Email Message, and optional Email Template.

File type

File Type controls the attached export format:

These match the formats available from the report run screen Export menu. The file extension is added automatically from File Type; the Export Filename on the linked report controls the basename only.

Leave Email Subject blank to use the report name. Leave Email Message blank to send only the summary table and attachment. Leave Email Template blank to use Formie’s default email wrapper — the same behaviour as notification emails.

Incremental export windows

After the first successful delivery, the attachment includes submissions created since the previous delivery (lastSentAt), while still respecting the report’s saved filters.

The email summary counts use the same incremental window. The first delivery includes all submissions matching the report filters.

Test sends use the full current report filters and do not update lastSentAt.

Save before testing

Actions in the save menu (Send Test Email, Delete) use the scheduled report as stored in the database. Save your changes before sending a test email if you have edited recipients, schedule, file type, or message fields.

Permissions

Users need Manage scheduled reports to create, edit, delete, or test scheduled delivery. Viewing the Scheduled tab on a report requires the same permission.

Troubleshooting

Nothing sends on schedule

Confirm ./craft formie/reports/run-scheduled is on cron and that the scheduled report is Enabled, within any start/end dates, and due for the current hour/day.

Run the command manually and check the console output for errors.

Test email works but cron does not

Usually the cron job is missing, pointed at the wrong PHP binary, or not running frequently enough. Weekly schedules only send on the chosen weekday after the configured hour.

Attachment is empty

If the incremental window has no new submissions since the last delivery, the attachment may contain headers only (or an empty structure for JSON/XML). Run a test send or check lastSentAt on the scheduled report record.

Large attachments may be omitted when they exceed the plugin’s maximum email attachment size. Check Craft logs for a warning.

Related reading

• Reports overview
• Console commands
• Email notifications