---
locale: "en"
updated_at: "2026-07-16T15:04:33.883Z"
canonical: "https://www.isdecisions.com/en/fileaudit/docs/guides/operations/manage-scheduled-reports"
---

# Manage scheduled reports

Create, test, edit, and delete recurring FileAudit reports delivered on a weekly or monthly schedule.

## Before you begin

A scheduled report runs automatically on a weekly or monthly schedule, then saves the result and optionally emails it. This guide covers creating, testing, editing, and deleting scheduled reports.

Make sure the following are in place:

- **Windows auditing is active on the paths you want to report on.** 
A report only returns events captured by the audit engine; an unaudited path produces no data. 
See [Manage Windows audit](/fileaudit/docs/guides/operations/manage-windows-audit) Guide.
- **The email server is configured**, if you want reports delivered by email. 
Email delivery is optional for scheduled reports, but the mail server must be set up first to use it. 
See [Configure email settings](/fileaudit/docs/guides/configuration/configure-email-settings) Guide.

> **Note**
>
> For the report types available (access, permissions, summary) and what each one contains, see [Reporting](/fileaudit/docs/reference/reporting) Reference.

## Create a scheduled report

You can create a scheduled report in two ways:

- From the FileAudit hub, click the Scheduled reports tile, then Add a scheduled report.
- From a Report View, configure the filters you want, then click the options menu at the top right of the view and select  Schedule this report. FileAudit imports your filter settings into the new report's Main and Paths tabs.

The configuration screen opens on the Main tab. Set up each tab in order, then save.

1. On the Main tab, enter a **Report name**. This name identifies the report on its tile in the Scheduled reports hub, so make it specific (for example, `Weekly access report – Finance share`).
2. Select the **Report** type from the dropdown. The list groups every available report (access reports, denied access reports, alert reports, permissions and summary reports). The type you choose determines which filters and tabs apply.
3. *(Optional)* Turn on Raw data to also generate the report in CSV format.
4. Set the report's **filters** under the headings shown for this report type. The available filter groups (**When**, **What**, **Who**, **Source**) and the fields within them change depending on the report you selected: an access report exposes the full set, while a permissions report shows only the relevant ones.
  - See [Filters](/fileaudit/docs/reference/filters) Reference for what each field means and its possible values.
  - To target several accounts, or to exclude some, use the [Include or exclude syntax](/fileaudit/docs/reference/filters#include-or-exclude-users).
  ![Scheduled report configuration](https://a.storyblok.com/f/122374/1037x697/8b2c1ee5d2/scheduled-report-configuration.png)
5. Open the **Paths** tab and add at least one path. A report with no path returns no data.
  - Click **Add a Windows path** or **Add a Cloud path**, browse to the file or folder, and click **Validate**. Repeat to add more.
  - The path field supports the `*` (any string) and `?` (any character) wildcards.
  - If the path isn't audited yet, FileAudit offers to set it up through its wizard. 
  See [Manage Windows audit](/fileaudit/docs/guides/operations/manage-windows-audit) Guide.
  ![](https://a.storyblok.com/f/122374/647x412/16b1f6ae8a/scheduled-report-configuration-add.png)
6. *(Optional)* Open the **E-mail** tab to deliver the report by email. Email delivery is optional: a report with no recipient is still generated and saved to disk (see the **File** tab), but is not sent.
  - Click **Add a recipient** to enter a new name and address, or pick an existing stored recipient.
  - Edit the **Subject** and **Content** templates if you want.
  - The report is attached to the email in PDF format.
  - To deliver reports to Teams or Slack instead of a mailbox, see [Send alert notifications to Teams or Slack](/fileaudit/docs/guides/configuration/send-alerts-to-teams-or-slack) Guide.
  ![](https://a.storyblok.com/f/122374/1268x718/364d97b9c2/scheduled-report-configuration-email.png)
7. Open the **File** tab to set where the generated report is saved.
  - In **File location**, browse to the destination folder. The default is `C:\ProgramData\ISDecisions\FileAudit\Reports`.
  - By default, each run overwrites the previous file to save disk space. Turn on **Create a new file for each report** to keep every run: FileAudit adds the run date to the filename.
  ![](https://a.storyblok.com/f/122374/986x485/e3ea6e85ae/scheduled-report-configuration-file.png)
  > **Note**
  >
  > ⚠️** Important**
  > The account running the FileAudit service (Local System by default), or the impersonation account set in [Settings](/fileaudit/docs/reference/settings) Reference, must have **write and delete permissions** on the destination folder. Keeping historical files uses more disk space and is never cleaned automatically.
8. Open the **Schedule** tab and set when the report runs. Set **Schedule task** to **Weekly** or **Monthly**, then choose a **Start time**.
  - **Weekly**: toggle the **Days of week** switches for the days the report should run.
  - **Monthly**, **Days of month** mode: pick one or more specific days of the month.
  - **Monthly**, **Week of month** mode: pick a target week (first, second, third, fourth, or last), then the day of that week.
  ![](https://a.storyblok.com/f/122374/568x530/b534395758/scheduled-report-configuration-schedule.png)
9. Click **Save** (top right). The report is scheduled immediately.

> **Note**
>
> Permissions and summary reports are built from snapshots rather than live access events, so their **Schedule** tab differs and the **Test** function is not available for them. 
> 
> See [Manage permissions and properties snapshots](/fileaudit/docs/guides/operations/manage-permissions-and-properties-snapshots) Guide.

## Test a scheduled report

Testing runs the report once, right away, so you can confirm the definition produces what you expect before relying on the schedule.

1. In the report configuration, click **Test** (top right).
2. A confirmation popup shows that the test has launched. If the task definition has a problem, the popup points to the service log at `C:\ProgramData\ISDecisions\FileAudit\ServiceLog.txt`.
3. If a recipient is set, you receive an email with the report attached. Review it and adjust the settings if needed.

![](https://a.storyblok.com/f/122374/560x359/305b07f360/test-scheduled-alert.png)

> **Note**
>
> This function is **not available** for permissions and properties reports.

## Edit a scheduled report

1. In the FileAudit hub, click the **Scheduled reports** tile.
2. Click the tile of the report you want to change.
3. Change any setting across the tabs, then click **Save**. Changes take effect at the next scheduled run.

![](https://a.storyblok.com/f/122374/456x604/e73e2c2efb/list-scheduled-reports.png)

## Delete a scheduled report

1. In the FileAudit hub, click the **Scheduled reports** tile.
2. Click the tile of the report you want to remove.
3. Click **Delete** (top right).
4. Confirm by clicking **OK**.

![](https://a.storyblok.com/f/122374/452x322/d2b04be76e/delete-scheduled-alert.png)