---
module: reports.schedule
title: Scheduling & Distribution
tab: Customer
order: 10
audience: customer
---

Build reusable report templates from your fleet data, then have HiveIQ run them automatically on a schedule and deliver the results — no need to remember to pull the numbers each week.

## 📄 Create a Report Template
1. On the **Templates** tab, click **+ New Report**.
2. Give it a **Name** and pick a **Data Source** — Incidents, ATM Health, Transactions, Fleet Tasks, Agent Versions, or Agent Modules.
3. Choose your **Columns** (the fields that appear in the report) and, optionally, **Group By** fields with **Aggregations** (SUM, AVG, MIN, MAX) to summarize.
4. Set an **Output Format** — **CSV** for spreadsheets/BI tools, or **JSON** for in-app preview.
5. Click **Save Report**.

## 🕐 Put It on a Schedule
1. While creating or editing a report, tick **Enable Schedule**.
2. Pick a **Frequency**: every few minutes, hourly, daily, weekly, or monthly.
3. Set the **Time**, **Day(s)**, or **Day of month** as needed — the schedule summary shows when it will next run.
4. Save. Scheduled reports show a schedule badge and a **Next Run** time in the templates list.

> A scheduled report needs a saved query to know which date range and ATMs to use — see below.

## 🔖 Save Queries (Reusable Filters)
1. In the templates list, click **Queries** on a report to expand its saved queries.
2. Click **+ New Query**, name it, choose a **Date Range** (All time, Last 7/30 days, This month, Last month, or a Custom range), and pick specific **ATMs** (leave empty to include all ATMs).
3. To tie a saved query to a scheduled report, click **Set Scheduled** on that query. Use **Unschedule** to detach it.

## ▶ Run a Report Now
1. Click **▶ Run** on any report.
2. Choose a saved query, or pick **Custom (one-off)** to set a date range and ATMs just for this run.
3. Click **▶ Run Report** — you'll be taken to **Run History** where the new run appears.

## 📊 Run History & Downloads
The **Run History** tab lists every run with:

- **Status** — Pending, Running, Completed, or Failed.
- **Rows** — how many records the report produced.
- **Triggered By** — "Scheduled" for automatic runs, or the user who ran it.
- **Started / Completed** — when the run happened.

For a completed run, click **Preview** to view the data in-app, or **Download** to save the CSV/JSON file. Failed runs show a warning you can hover for the reason.

## 🤝 Share With Your Team
Click **Share** on one of your reports to make it available to other users in your organization — it appears under their **Shared Reports** list, where they can run it too. Click **Unshare** to stop sharing.

> Good to know: the page auto-refreshes about once a minute so run statuses stay current — you can toggle **Auto-refresh** off in the header if you prefer.
