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The page

/settings/scheduled-reports — “Manage and schedule recurring reports for timely insights.” Scheduled Reports page showing five active schedules and a Previously Generated Reports section with Download buttons Each card represents one scheduled report: Top-right: + Create Report. Below the active schedules: PREVIOUSLY GENERATED REPORTS — every past delivery with a Download button.

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How scheduled reports work

A scheduled report has three configured parts — Saved View + Format + Schedule — which combine to produce an email delivery at the scheduled time. At the scheduled time, Protect:
  1. Re-runs the saved view’s query against current data
  2. Renders the result in the chosen format (CSV / JSON / XLSX)
  3. Emails the file to all recipients
  4. Stores a copy in PREVIOUSLY GENERATED REPORTS for download

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Creating a scheduled report

1

Click + Create Report

Top-right.
2

Choose a Saved View

Dropdown of all saved views you have access to. If you haven’t saved one yet, do so in Devices / Users / Issues / Software first.
3

Pick a format

  • CSV — best for Excel, easy import into BI tools
  • JSON — best for scripts, automation, data warehouse
  • XLSX — best for direct Excel consumption with formatting preserved
4

Set the schedule

  • Daily + time
  • Weekly + day-of-week + time
  • Monthly + day-of-month (or “last day”) + time
  • Quarterly + day-of-quarter
5

Add recipients

Comma-separated email list. External addresses are fine.
6

Save

The schedule is live. Click Run now to verify the email pipeline before waiting for the scheduled time.

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Common scheduled reports

Example schedules include: Replicate any of these patterns:

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Limitations

Snapshot, not live. Each delivery is point-in-time. Recipients can’t drill into the data; they get a static file.
Row limit. Max 100,000 rows per report. Larger sets either split by tag or use the API.
Email size limits. Recipient mail providers typically cap attachments around 25 MB. If your XLSX is over this, switch to CSV (more compact) or hand off to a Power Automate flow that writes to SharePoint.

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Best practices

Operational reports: Monday morning. Leadership reports: first business day of the month. Avoid Friday afternoon.
A daily report to 30 people is mostly noise. Three close partners + a shared inbox usually serves the audience without burying it.
If you’re emailing a list of broken devices weekly, you should also have an Action driving remediation. Reports without ownership become wallpaper.
The PREVIOUSLY GENERATED REPORTS list is convenience. For compliance archives, configure the recipient list to include a shared mailbox that forwards to your audit retention system.

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Cross-references

Reporting overview

Conceptual view of reporting surfaces

Saved views

Prerequisite for scheduling

Studio

For richer / interactive reports