# Scheduling Custom Reports

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### How to Schedule Reports

1. Go to **Reports** from the left navigation.
2. Click the dropdown next to **New Report** (top right).
3. Click **Schedule Reports**.

<figure><img src="/files/RwaO1gAi7wl74Xqe7xeM" alt=""><figcaption></figcaption></figure>

4. Choose whether you want to schedule for:

* **A specific client**, or
* **Globally across all clients**\
  (Global schedules apply to every legal entity unless overridden.)

<div align="left"><figure><img src="/files/qTIRzgxXVbCiuLH3U3ms" alt="" width="563"><figcaption></figcaption></figure></div>

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### Scheduling Options

<table><thead><tr><th width="161.75213623046875">Option</th><th>What it Does</th><th>Timing Deatails</th></tr></thead><tbody><tr><td><strong>Auto-Create Draft</strong></td><td>Automatically creates a draft report at the start of each month for you to review and edit.</td><td>Draft is created on the 1st of each month.</td></tr><tr><td><strong>Auto-Publish Draft</strong></td><td>Sends a draft report to your client for review.</td><td>Delivered at <strong>9 AM CST</strong> on the selected date.</td></tr><tr><td><strong>Auto-Publish Final</strong></td><td>Sends the finalized client-facing report automatically.</td><td>Delivered at <strong>9 AM CST</strong> on the selected date.</td></tr></tbody></table>

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### Frequently Asked Questions

<details>

<summary>Can I schedule reports for all clients at once?</summary>

Yes—use the **Global** scheduling tab to apply settings firm-wide.

</details>

<details>

<summary>Can I still edit reports after they’re auto-created?</summary>

Absolutely. Auto-created drafts behave the same as manually created drafts—you can edit, customize, and publish them anytime.

</details>

<details>

<summary>Can I stop scheduling later?</summary>

Yes—just return to the Schedule Reports page and toggle off any option.

</details>

<details>

<summary>Do global schedules override client-level settings?</summary>

No. If a client has its own schedule configured, it takes priority over the global one.

</details>

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