> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fanhaven.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Scheduling Reports

> Automate report generation so the right people get the right data at the right time.

**Report scheduling** lets you set up automatic report generation on a recurring basis. Instead of manually running reports, Fanhaven generates them for you and delivers them on schedule.

## Creating a schedule

<Steps>
  ### Go to Reporting

  Navigate to the Reporting page in the dashboard.

  ### Click "Create Schedule"

  Set up your schedule with:

  | Setting         | Description                                                  |
  | --------------- | ------------------------------------------------------------ |
  | **Report type** | Which report to generate (Tour Overview, Sales Report, etc.) |
  | **Frequency**   | How often — daily, weekly, per-event, or custom              |
  | **Parameters**  | Report-specific settings (date range, events, filters)       |
  | **Recipients**  | Who should receive the report (email addresses)              |

  ### Activate

  Toggle the schedule to active. Reports will be generated and delivered automatically.
</Steps>

## Frequency options

| Frequency     | When it runs                       | Best for                                 |
| ------------- | ---------------------------------- | ---------------------------------------- |
| **Daily**     | Every morning for the previous day | Active tours with shows every night      |
| **Weekly**    | Every Monday for the previous week | Regular management updates               |
| **Per-event** | After each event concludes         | Post-show settlement and review          |
| **Custom**    | On specific dates you define       | End-of-tour summaries, quarterly reviews |

## Managing schedules

From the Reporting page, you can:

* **View all schedules** — See every active and paused schedule
* **Edit** — Change parameters, frequency, or recipients
* **Pause/resume** — Temporarily stop a schedule without deleting it
* **Delete** — Remove a schedule permanently

## Common scheduling patterns

<AccordionGroup>
  <Accordion title="Daily tour manager briefing" icon="sun">
    **Report:** Tour Overview\
    **Frequency:** Daily\
    **Recipient:** Tour manager

    Delivers a summary of the previous day's performance every morning.
  </Accordion>

  <Accordion title="Weekly management update" icon="calendar-week">
    **Report:** Tour Overview + Profit Report\
    **Frequency:** Weekly\
    **Recipient:** Artist management team

    A weekly digest of tour performance and profitability.
  </Accordion>

  <Accordion title="Post-show settlement" icon="file-invoice-dollar">
    **Report:** Settlement Report\
    **Frequency:** Per-event\
    **Recipient:** Tour manager + accountant

    Automatically generates the settlement report after each show for quick reconciliation.
  </Accordion>

  <Accordion title="Inventory check" icon="boxes-stacked">
    **Report:** Inventory Holdings\
    **Frequency:** Weekly\
    **Recipient:** Merch director

    Weekly inventory snapshot to identify reorder needs.
  </Accordion>
</AccordionGroup>

<Tip>Start with a daily Tour Overview and a per-event Settlement Report. These two schedules alone save significant manual work during an active tour.</Tip>
