Email a Report or Schedule It Weekly

Any preset report in Sky Schedule can be emailed as a CSV, once or on a weekly schedule. Use a scheduled report to send your bookkeeper unpaid invoices every Monday, or your chief instructor last week's flights every Friday.

Email a report now

1. Open Reports, choose the Database tab, and click Run Report. The Run a report window opens.
2. Leave Run once now selected.
3. Under Report, pick a Category and a Report. The categories are Flights, Reservations, Students, Instructors, Aircraft, Maintenance, Billing, CRM / Leads, and Ground Training. A line under the menu explains what the report includes.
4. If the report can be filtered by aircraft, choose All aircraft or tick the ones you want under Aircraft.
5. Under Date range, choose the Period: Last 7 days, Last 14 days, Last 30 days, Previous work week, Current work week, This month, or Custom range. The exact dates show underneath.
6. Under Send to, enter Email addresses separated by commas, or turn on Also email office admins, or both.
7. Click Run & email.

You'll see Report sent with the number of rows and recipients.

Schedule a report every week

1. Click Run Report and choose Repeat weekly. The window becomes Schedule a report.
2. Pick the Category and Report, and the Aircraft if it applies.
3. Choose what Each run covers, such as Previous work week.
4. Add recipients under Send to.
5. Under Schedule, enter a Name and pick the Day and Time.
6. Leave Schedule is on turned on. Schedules run in your school's time zone.
7. Click Save schedule.

The window shows a summary of what will run and who gets it before you save.

Change or pause a schedule

Saved schedules show in a bar above the dataset list on the Database tab. Click Edit on one, then:

• Use the switch to make it Active or Paused.
• Click Edit Schedule to change the report, dates, recipients, or time, then Save changes.
• Click Delete Schedule to stop it for good.

Start from Report Studio

When you're looking at a dataset in Report Studio, click Export > Email or schedule…. The same window opens with the matching report and date range picked. See Build a Custom Report in Report Studio.

Other scheduled reports

• Payroll has its own schedule under Reports > Payroll > Auto Run. See Run Instructor Payroll Reports.
• Inspection status reports are scheduled from Maintenance > Inspections > Run Report, and arrive as a PDF.

Troubleshooting

• "Select a start and end date." Custom range needs both days.
• Custom range isn't offered when scheduling. Schedules use rolling periods, so each run covers fresh dates.
• Nobody got the email. Check the addresses are separated by commas. Office admins only get it when Also email office admins is on.